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Vident Investment Advisory’s NextEra Energy NEE Stock Holding History

Vident Investment Advisory’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
-36,346
Closed -$2.7M – 667
2023
Q2 		$2.7M Sell
36,346
-3,780
-9% -$286K 0.09% 241
2023
Q1 		$3.09M Sell
40,126
-33,137
-45% -$2.55M 0.1% 218
2022
Q4 		$6.12M Buy
73,263
+45,822
+167% +$3.7M 0.23% 137
2022
Q3 		$1.67M Buy
27,441
+359
+1% +$30.5K 0.05% 425
2022
Q2 		$2.1M Sell
27,082
-2,910
-10% -$222K 0.06% 377
2022
Q1 		$2.54M Buy
29,992
+14,334
+92% +$1.15M 0.07% 350
2021
Q4 		$1.46M Sell
15,658
-481
-3% -$41.6K 0.04% 580
2021
Q3 		$1.27M Buy
16,139
+1,951
+14% +$157K 0.04% 595
2021
Q2 		$1.04M Buy
14,188
+2,178
+18% +$163K 0.03% 643
2021
Q1 		$908K Sell
12,010
-3,990
-25% -$311K 0.03% 638
2020
Q4 		$1.23M Sell
16,000
-432
-3% -$32.3K 0.05% 479
2020
Q3 		$1.14M Sell
16,432
-1,084
-6% -$74.8K 0.06% 454
2020
Q2 		$1.05M Sell
17,516
-15,696
-47% -$939K 0.06% 458
2020
Q1 		$2M Buy
33,212
+3,020
+10% +$190K 0.13% 171
2019
Q4 		$1.83M Sell
30,192
-1,088
-3% -$63.5K 0.11% 275
2019
Q3 		$1.82M Buy
31,280
+136
+0.4% +$7.36K 0.16% 91
2019
Q2 		$1.59M Sell
31,144
-956
-3% -$47K 0.13% 109
2019
Q1 		$1.55M Sell
32,100
-11,128
-26% -$509K 0.08% 337
2018
Q4 		$1.88M Buy
43,228
+3,316
+8% +$145K 0.11% 268
2018
Q3 		$1.67M Sell
39,912
-404
-1% -$17.2K 0.07% 362
2018
Q2 		$1.68M Buy
40,316
+2,644
+7% +$107K 0.07% 343
2018
Q1 		$1.53M Buy
37,672
+5,448
+17% +$210K 0.06% 338
2017
Q4 		$1.26M Buy
32,224
+4,376
+16% +$169K 0.06% 341
2017
Q3 		$1.02M Buy
+27,848
New +$1.02M 0.06% 366
2015
Q4 		– Sell
-188
Closed -$5K – 682
2015
Q3 		$5K Sell
188
-972
-84% -$24.7K ﹤0.01% 860
2015
Q2 		$28K Buy
+1,160
New +$29.5K ﹤0.01% 920

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vident Investment Advisory's NEE Position: Q3 2023 in Review

Vident Investment Advisory sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 36,346 shares — an estimated $2.7M sold.

Vident Investment Advisory first reported a position in NEE in Q2 2015 and held it in 26 quarters. The position peaked at $6.12M in Q4 2022. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

  • Vident Investment Advisory reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 36,346 NextEra Energy shares in Q3 2023, an estimated $2.7M.
  • Vident Investment Advisory first reported a position in NextEra Energy in Q2 2015 and held it in 26 quarters.
  • Vident Investment Advisory's NextEra Energy position peaked at $6.12M in Q4 2022.
  • 2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.