Twin Focus Capital Partners’s NextEra Energy NEE Stock Holding History

Twin Focus Capital Partners’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 Q3	–	Sell	-2,950	Closed	-$219K	–	205
2023 Q2	$219K	Buy	2,950 +221	+8%	+$16.7K	0.04%	205
2023 Q1	$210K	Buy	2,729 +57	+2%	+$4.38K	0.04%	207
2022 Q4	$223K	Sell	2,672 -80	-3%	-$6.46K	0.05%	193
2022 Q3	$216K	Buy	2,752 +143	+5%	+$12.1K	0.05%	184
2022 Q2	$202K	Sell	2,609 -24	-0.9%	-$1.83K	0.05%	192
2022 Q1	$223K	Buy	2,633 +20	+0.8%	+$1.6K	0.04%	203
2021 Q4	$244K	Hold	2,613	–	–	0.05%	196
2021 Q3	$205K	Buy	+2,613	New	+$211K	0.05%	179

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Twin Focus Capital Partners's NEE Position: Q3 2023 in Review

Twin Focus Capital Partners sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 2,950 shares — an estimated $219K sold.

Twin Focus Capital Partners first reported a position in NEE in Q3 2021 and held it in 8 quarters. The position peaked at $244K in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Twin Focus Capital Partners reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Twin Focus Capital Partners sold 2,950 NextEra Energy shares in Q3 2023, an estimated $219K.
Twin Focus Capital Partners first reported a position in NextEra Energy in Q3 2021 and held it in 8 quarters.
Twin Focus Capital Partners's NextEra Energy position peaked at $244K in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Twin Focus Capital Partners's 13F filing for Q3 2023, filed 13 Nov 2023.