Virtus Investment Advisers’s NextEra Energy NEE Stock Holding History

Virtus Investment Advisers’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	-3,102	Closed	-$230K	–	276
2023 Q2	$230K	Hold	3,102	–	–	0.16%	171
2023 Q1	$239K	Hold	3,102	–	–	0.17%	163
2022 Q4	$259K	Hold	3,102	–	–	0.17%	165
2022 Q3	$243K	Buy	+3,102	New	+$263K	0.11%	173
2017 Q4	–	Sell	-36,728	Closed	-$1.35M	–	523
2017 Q3	$1.35M	Sell	36,728 -5,704	-13%	-$209K	0.14%	186
2017 Q2	$1.49M	Sell	42,432 -5,988	-12%	-$205K	0.15%	182
2017 Q1	$1.55M	Sell	48,420 -8,484	-15%	-$267K	0.14%	192
2016 Q4	$1.7M	Sell	56,904 -253,376	-82%	-$7.57M	0.13%	201
2016 Q3	$9.49M	Buy	+310,280	New	+$9.78M	0.61%	38

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

Virtus Investment Advisers's NEE Position: Q3 2023 in Review

Virtus Investment Advisers sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 3,102 shares — an estimated $230K sold.

Virtus Investment Advisers first reported a position in NEE in Q3 2016 and held it in 9 quarters. The position peaked at $9.49M in Q3 2016. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Virtus Investment Advisers reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Virtus Investment Advisers sold 3,102 NextEra Energy shares in Q3 2023, an estimated $230K.
Virtus Investment Advisers first reported a position in NextEra Energy in Q3 2016 and held it in 9 quarters.
Virtus Investment Advisers's NextEra Energy position peaked at $9.49M in Q3 2016.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Virtus Investment Advisers's 13F filing for Q3 2023, filed 8 Nov 2023.