Van Leeuwen & Company’s NextEra Energy NEE Stock Holding History

Van Leeuwen & Company’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 Q2	–	Sell	-18,459	Closed	-$1.42M	–	82
2023 Q1	$1.42M	Sell	18,459 -820	-4%	-$63.1K	0.96%	32
2022 Q4	$1.61M	Buy	19,279 +8,807	+84%	+$711K	1.11%	27
2022 Q3	$821K	Buy	+10,472	New	+$888K	0.65%	37

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Van Leeuwen & Company's NEE Position: Q2 2023 in Review

Van Leeuwen & Company sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 18,459 shares — an estimated $1.42M sold.

Van Leeuwen & Company first reported a position in NEE in Q3 2022 and held it in 3 quarters. The position peaked at $1.61M in Q4 2022. 2,414 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

Van Leeuwen & Company reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
Van Leeuwen & Company sold 18,459 NextEra Energy shares in Q2 2023, an estimated $1.42M.
Van Leeuwen & Company first reported a position in NextEra Energy in Q3 2022 and held it in 3 quarters.
Van Leeuwen & Company's NextEra Energy position peaked at $1.61M in Q4 2022.
2,414 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Van Leeuwen & Company's 13F filing for Q2 2023, filed 7 Aug 2023.