Vaughan Nelson Investment Management’s NextEra Energy NEE Stock Holding History

Vaughan Nelson Investment Management’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
2024 Q1	–	Sell	-1,587,388	Closed	-$96.4M	–	238
2023 Q4	$96.4M	Sell	1,587,388 -283,073	-15%	-$16.1M	0.96%	32
2023 Q3	$107M	Sell	1,870,461 -1,047,868	-36%	-$72.5M	1.21%	26
2023 Q2	$217M	Buy	2,918,329 +51,881	+2%	+$3.93M	2.4%	7
2023 Q1	$221M	Sell	2,866,448 -9,694	-0.3%	-$746K	2.73%	4
2022 Q4	$240M	Buy	2,876,142 +205,246	+8%	+$16.6M	3.11%	1
2022 Q3	$209M	Buy	2,670,896 +1,289	+0%	+$109K	3.03%	2
2022 Q2	$207M	Buy	2,669,607 +122,250	+5%	+$9.31M	2.79%	5
2022 Q1	$216M	Buy	2,547,357 +180,860	+8%	+$14.5M	2.45%	8
2021 Q4	$221M	Buy	2,366,497 +51,090	+2%	+$4.42M	2.26%	12
2021 Q3	$182M	Buy	2,315,407 +531,032	+30%	+$42.8M	1.85%	14
2021 Q2	$131M	Buy	+1,784,375	New	+$134M	1.32%	19

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

Norges Bank Oslo, Norway $935B AUM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vaughan Nelson Investment Management's NEE Position: Q1 2024 in Review

Vaughan Nelson Investment Management sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 1,587,388 shares — an estimated $96.4M sold.

Vaughan Nelson Investment Management first reported a position in NEE in Q2 2021 and held it in 11 quarters. The position peaked at $240M in Q4 2022. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Vaughan Nelson Investment Management reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
Vaughan Nelson Investment Management sold 1,587,388 NextEra Energy shares in Q1 2024, an estimated $96.4M.
Vaughan Nelson Investment Management first reported a position in NextEra Energy in Q2 2021 and held it in 11 quarters.
Vaughan Nelson Investment Management's NextEra Energy position peaked at $240M in Q4 2022.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Vaughan Nelson Investment Management's 13F filing for Q1 2024, filed 18 Apr 2024.