Virginia Retirement Systems’s NextEra Energy NEE Stock Holding History

Virginia Retirement Systems’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	-86,300	Closed	-$6.4M	–	1001
2023 Q2	$6.4M	Buy	+86,300	New	+$6.53M	0.06%	228
2023 Q1	–	Sell	-527,900	Closed	-$44.1M	–	1168
2022 Q4	$44.1M	Sell	527,900 -300	-0.1%	-$24.2K	0.46%	57
2022 Q3	$41.4M	Buy	+528,200	New	+$44.8M	0.47%	54
2022 Q1	$31.5M	Sell	371,800 -69,500	-16%	-$5.57M	0.29%	84
2021 Q4	$41.2K	Hold	441,300	–	–	0.28%	80
2021 Q3	$34.7M	Sell	441,300 -13,500	-3%	-$1.09M	0.35%	66
2021 Q2	$33.3M	Sell	454,800 -589,500	-56%	-$44.2M	0.33%	75
2021 Q1	$79M	Sell	1,044,300 -80,000	-7%	-$6.24M	0.77%	19
2020 Q4	$86.7M	Buy	1,124,300 +127,900	+13%	+$9.57M	0.91%	13
2020 Q3	$69.1M	Buy	996,400 +97,600	+11%	+$6.74M	0.79%	25
2020 Q2	$54M	Sell	898,800 -400	-0%	-$23.9K	0.64%	33
2020 Q1	$54.1M	Hold	899,200	–	–	0.75%	21
2019 Q4	$54.4M	Sell	899,200 -400	-0%	-$23.4K	0.59%	32
2019 Q3	$52.4M	Buy	899,600 +131,200	+17%	+$7.1M	0.59%	30
2019 Q2	$39.4M	Buy	768,400 +12,400	+2%	+$610K	0.45%	47
2019 Q1	$36.5M	Buy	756,000 +21,600	+3%	+$988K	0.43%	52
2018 Q4	$31.9M	Buy	734,400 +13,200	+2%	+$577K	0.43%	53
2018 Q3	$30.2M	Sell	721,200 -2,400	-0.3%	-$102K	0.35%	73
2018 Q2	$30.2M	Buy	723,600 +618,400	+588%	+$25M	0.37%	65
2018 Q1	$4.3M	Hold	105,200	–	–	0.05%	312
2017 Q4	$4.11M	Hold	105,200	–	–	0.05%	324
2017 Q3	$3.85M	Buy	105,200 +30,000	+40%	+$1.1M	0.05%	339
2017 Q2	$2.63M	Buy	75,200 +34,800	+86%	+$1.19M	0.03%	410
2017 Q1	$1.3M	Hold	40,400	–	–	0.02%	590
2016 Q4	$1.21M	Sell	40,400 -13,200	-25%	-$394K	0.02%	543
2016 Q3	$1.64M	Hold	53,600	–	–	0.02%	428
2016 Q2	$1.75M	Buy	+53,600	New	+$1.61M	0.03%	415
2015 Q4	$6.44M	Buy	248,048 +1,032	+0.4%	+$26.1K	0.1%	241
2015 Q3	$6.02M	Buy	247,016 +156,432	+173%	+$3.98M	0.09%	261
2015 Q2	$2.22M	Buy	90,584 +612	+0.7%	+$15.6K	0.03%	353
2015 Q1	$2.34M	Sell	89,972 -45,948	-34%	-$1.21M	0.04%	354
2014 Q4	$3.61M	Buy	135,920 +36	+0%	+$909	0.06%	294
2014 Q3	$3.19M	Sell	135,884 -317,220	-70%	-$7.66M	0.05%	298
2014 Q2	$11.6M	Buy	453,104 +100,204	+28%	+$2.44M	0.2%	161
2014 Q1	$8.44M	Buy	352,900 +220,116	+166%	+$4.99M	0.16%	192
2013 Q4	$2.84M	Buy	132,784 +5,148	+4%	+$109K	0.06%	276
2013 Q3	$2.56M	Sell	127,636 -36,864	-22%	-$761K	0.05%	275
2013 Q2	$3.35M	Buy	+164,500	New	+$3.26M	0.06%	253

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

Virginia Retirement Systems's NEE Position: Q3 2023 in Review

Virginia Retirement Systems sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 86,300 shares — an estimated $6.4M sold.

Virginia Retirement Systems first reported a position in NEE in Q2 2013 and held it in 38 quarters. The position peaked at $86.7M in Q4 2020. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Virginia Retirement Systems reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Virginia Retirement Systems sold 86,300 NextEra Energy shares in Q3 2023, an estimated $6.4M.
Virginia Retirement Systems first reported a position in NextEra Energy in Q2 2013 and held it in 38 quarters.
Virginia Retirement Systems's NextEra Energy position peaked at $86.7M in Q4 2020.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Virginia Retirement Systems's 13F filing for Q3 2023, filed 2 Jan 2024.