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Waratah Capital Advisors’s NextEra Energy NEE Stock Holding History

Waratah Capital Advisors’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
Q3 		– Sell
-189,731
Closed -$13.4M – 169
2024
Q2 		$13.4M Buy
189,731
+112,581
+146% +$7.99M 0.49% 55
2024
Q1 		$4.93M Buy
+77,150
New +$4.52M 0.15% 91
2023
Q1 		– Sell
-47,745
Closed -$3.99M – 208
2022
Q4 		$3.99M Buy
47,745
+29,501
+162% +$2.38M 0.07% 87
2022
Q3 		$1.43M Sell
18,244
-3,856
-17% -$327K 0.02% 136
2022
Q2 		$1.71M Buy
22,100
+2,442
+12% +$186K 0.04% 119
2022
Q1 		$1.67M Sell
19,658
-62,276
-76% -$4.99M 0.02% 137
2021
Q4 		$7.65M Sell
81,934
-49,535
-38% -$4.28M 0.13% 84
2021
Q3 		$10.3M Buy
131,469
+106,574
+428% +$8.6M 0.16% 76
2021
Q2 		$1.82M Sell
24,895
-156,909
-86% -$11.8M 0.03% 132
2021
Q1 		$13.7M Buy
181,804
+99,567
+121% +$7.77M 0.31% 47
2020
Q4 		$6.34M Buy
82,237
+54,989
+202% +$4.11M 0.44% 56
2020
Q3 		$1.89M Sell
27,248
-31,524
-54% -$2.18M 0.2% 74
2020
Q2 		$3.53M Buy
58,772
+3,300
+6% +$198K 0.3% 59
2020
Q1 		$3.34M Buy
+55,472
New +$3.49M 0.59% 37
2019
Q4 		– Sell
-33,636
Closed -$1.96M – 178
2019
Q3 		$1.96M Buy
+33,636
New +$1.82M 0.22% 77

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waratah Capital Advisors's NEE Position: Q3 2024 in Review

Waratah Capital Advisors sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 189,731 shares — an estimated $13.4M sold.

Waratah Capital Advisors first reported a position in NEE in Q3 2019 and held it in 15 quarters. The position peaked at $13.7M in Q1 2021. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • Waratah Capital Advisors reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
  • Waratah Capital Advisors sold 189,731 NextEra Energy shares in Q3 2024, an estimated $13.4M.
  • Waratah Capital Advisors first reported a position in NextEra Energy in Q3 2019 and held it in 15 quarters.
  • Waratah Capital Advisors's NextEra Energy position peaked at $13.7M in Q1 2021.
  • 2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Waratah Capital Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.