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Tilt Investment Management Holdings’s NextEra Energy NEE Stock Holding History

Tilt Investment Management Holdings’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$510K Sell
8,403
-2,186
-21% -$125K 0.55% 46
2023
Q3 		$607K Hold
10,589
– – 0.43% 72
2023
Q2 		$786K Hold
10,589
– – 0.52% 53
2023
Q1 		$799K Buy
10,589
+1,345
+15% +$103K 0.59% 48
2022
Q4 		$773K Buy
+9,244
New +$747K 0.66% 42

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tilt Investment Management Holdings's NEE Position: Q4 2023 in Review

Tilt Investment Management Holdings reduced its NextEra Energy (NEE) stake by 21% in Q4 2023, selling an estimated $125K and leaving 8,403 shares worth $510K. The position accounts for 0.55% of the portfolio, ranked #46.

Tilt Investment Management Holdings first reported a position in NEE in Q4 2022 and has held it in 5 quarters since. The position peaked at $799K in Q1 2023. 2,419 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

  • Tilt Investment Management Holdings held 8,403 shares of NextEra Energy worth $510K as of Q4 2023.
  • Tilt Investment Management Holdings sold 2,186 NextEra Energy shares in Q4 2023, an estimated $125K.
  • NextEra Energy made up 0.55% of Tilt Investment Management Holdings's portfolio in Q4 2023, its #46 holding.
  • Tilt Investment Management Holdings first reported a position in NextEra Energy in Q4 2022 and has held it in 5 quarters since.
  • Tilt Investment Management Holdings's NextEra Energy position peaked at $799K in Q1 2023.
  • 2,419 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.