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 Q2	–	Sell	-200,000	Closed	-$12.8M	–	165
2024 Q1	$12.8M	Buy	+200,000	New	+$11.7M	0.38%	63

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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.