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Westhampton Capital’s NextEra Energy NEE Stock Holding History

Westhampton Capital’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
Q1 		– Sell
-10,410
Closed -$632K – 119
2023
Q4 		$632K Sell
10,410
-1,882
-15% -$107K 0.38% 78
2023
Q3 		$704K Buy
12,292
+450
+4% +$31.2K 0.45% 70
2023
Q2 		$879K Sell
11,842
-80
-0.7% -$6.06K 0.57% 55
2023
Q1 		$919K Buy
11,922
+205
+2% +$15.8K 0.59% 56
2022
Q4 		$980K Buy
11,717
+100
+0.9% +$8.08K 0.66% 56
2022
Q3 		$911K Hold
11,617
– – 0.69% 54
2022
Q2 		$900K Buy
11,617
+190
+2% +$14.5K 0.64% 53
2022
Q1 		$968K Hold
11,427
– – 0.62% 53
2021
Q4 		$1.07M Buy
11,427
+82
+0.7% +$7.09K 0.65% 50
2021
Q3 		$891K Sell
11,345
-200
-2% -$16.1K 0.61% 51
2021
Q2 		$846K Buy
11,545
+830
+8% +$62.3K 0.55% 56
2021
Q1 		$810K Buy
10,715
+20
+0.2% +$1.56K 0.56% 58
2020
Q4 		$825K Buy
10,695
+1,115
+12% +$83.4K 0.61% 51
2020
Q3 		$665K Buy
9,580
+940
+11% +$64.9K 0.54% 54
2020
Q2 		$519K Buy
+8,640
New +$517K 0.45% 64

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Westhampton Capital's NEE Position: Q1 2024 in Review

Westhampton Capital sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 10,410 shares — an estimated $632K sold.

Westhampton Capital first reported a position in NEE in Q2 2020 and held it in 15 quarters. The position peaked at $1.07M in Q4 2021. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

  • Westhampton Capital reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
  • Westhampton Capital sold 10,410 NextEra Energy shares in Q1 2024, an estimated $632K.
  • Westhampton Capital first reported a position in NextEra Energy in Q2 2020 and held it in 15 quarters.
  • Westhampton Capital's NextEra Energy position peaked at $1.07M in Q4 2021.
  • 2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Westhampton Capital's 13F filing for Q1 2024, filed 18 Apr 2024.