Westwood Management Corporation’s NextEra Energy NEE Stock Holding History

Westwood Management Corporation’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 Q4	–	Sell	-6,400	Closed	-$367K	–	45
2023 Q3	$367K	Hold	6,400	–	–	0.05%	42
2023 Q2	$475K	Sell	6,400 -5,600	-47%	-$424K	0.06%	45
2023 Q1	$925K	Hold	12,000	–	–	0.12%	36
2022 Q4	$1M	Hold	12,000	–	–	0.14%	32
2022 Q3	$941K	Hold	12,000	–	–	0.12%	35
2022 Q2	$930K	Hold	12,000	–	–	0.12%	35
2022 Q1	$1.02M	Hold	12,000	–	–	0.1%	39
2021 Q4	$1.12M	Hold	12,000	–	–	0.09%	41
2021 Q3	$942K	Hold	12,000	–	–	0.08%	43
2021 Q2	$879K	Sell	12,000 -106	-0.9%	-$7.96K	0.07%	46
2021 Q1	$915K	Buy	12,106 +106	+0.9%	+$8.27K	0.08%	43
2020 Q4	$926K	Sell	12,000 -1,204	-9%	-$90.1K	0.08%	36
2020 Q3	$916K	Sell	13,204 -4,396	-25%	-$303K	0.08%	34
2020 Q2	$1.06M	Buy	17,600 +5,600	+47%	+$335K	0.11%	37
2020 Q1	$722K	Hold	12,000	–	–	0.1%	33
2019 Q4	$726K	Hold	12,000	–	–	0.09%	40
2019 Q3	$699K	Hold	12,000	–	–	0.09%	42
2019 Q2	$615K	Hold	12,000	–	–	0.08%	51
2019 Q1	$580K	Hold	12,000	–	–	0.08%	48
2018 Q4	$521K	Hold	12,000	–	–	0.08%	48
2018 Q3	$503K	Hold	12,000	–	–	0.06%	54
2018 Q2	$501K	Hold	12,000	–	–	0.07%	55
2018 Q1	$490K	Hold	12,000	–	–	0.07%	55
2017 Q4	$469K	Hold	12,000	–	–	0.07%	61
2017 Q3	$440K	Sell	12,000 -3,600	-23%	-$132K	0.07%	59
2017 Q2	$547K	Hold	15,600	–	–	0.09%	52
2017 Q1	$501K	Hold	15,600	–	–	0.08%	52
2016 Q4	$466K	Hold	15,600	–	–	0.09%	51
2016 Q3	$477K	Buy	15,600 +6,400	+70%	+$202K	0.08%	52
2016 Q2	$300K	Sell	9,200 -2,400	-21%	-$72.1K	0.06%	60
2016 Q1	$343K	Hold	11,600	–	–	0.07%	62
2015 Q4	$301K	Hold	11,600	–	–	0.06%	64
2015 Q3	$283K	Sell	11,600 -3,600	-24%	-$91.5K	0.05%	67
2015 Q2	$373K	Hold	15,200	–	–	0.06%	63
2015 Q1	$395K	Hold	15,200	–	–	0.07%	61
2014 Q4	$404K	Hold	15,200	–	–	0.07%	61
2014 Q3	$357K	Hold	15,200	–	–	0.06%	59
2014 Q2	$389K	Sell	15,200 -8,000	-34%	-$195K	0.06%	64
2014 Q1	$555K	Hold	23,200	–	–	0.09%	57
2013 Q4	$497K	Hold	23,200	–	–	0.08%	66
2013 Q3	$465K	Hold	23,200	–	–	0.09%	68
2013 Q2	$473K	Buy	+23,200	New	+$460K	0.1%	67

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Westwood Management Corporation's NEE Position: Q4 2023 in Review

Westwood Management Corporation sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 6,400 shares — an estimated $367K sold.

Westwood Management Corporation first reported a position in NEE in Q2 2013 and held it in 42 quarters. The position peaked at $1.12M in Q4 2021. 2,419 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Westwood Management Corporation reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Westwood Management Corporation sold 6,400 NextEra Energy shares in Q4 2023, an estimated $367K.
Westwood Management Corporation first reported a position in NextEra Energy in Q2 2013 and held it in 42 quarters.
Westwood Management Corporation's NextEra Energy position peaked at $1.12M in Q4 2021.
2,419 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Westwood Management Corporation's 13F filing for Q4 2023, filed 29 Jan 2024.