Wilkinson Global Asset Management’s NextEra Energy NEE Stock Holding History

Wilkinson Global Asset Management’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	-10,600	Closed	-$607K	–	91
2023 Q3	$607K	Sell	10,600 -570	-5%	-$39.5K	0.05%	51
2023 Q2	$829K	Sell	11,170 -10,000	-47%	-$757K	0.06%	45
2023 Q1	$1.63M	Sell	21,170 -400	-2%	-$30.8K	0.13%	35
2022 Q4	$1.8M	Hold	21,570	–	–	0.15%	36
2022 Q3	$1.69M	Sell	21,570 -10,830	-33%	-$919K	0.15%	37
2022 Q2	$2.51M	Sell	32,400 -11,030	-25%	-$840K	0.21%	31
2022 Q1	$3.68M	Hold	43,430	–	–	0.24%	32
2021 Q4	$4.05M	Hold	43,430	–	–	0.22%	33
2021 Q3	$3.41M	Sell	43,430 -3,090	-7%	-$249K	0.21%	36
2021 Q2	$3.41M	Hold	46,520	–	–	0.2%	37
2021 Q1	$3.52M	Buy	+46,520	New	+$3.63M	0.22%	33

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

Wilkinson Global Asset Management's NEE Position: Q4 2023 in Review

Wilkinson Global Asset Management sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 10,600 shares — an estimated $607K sold.

Wilkinson Global Asset Management first reported a position in NEE in Q1 2021 and held it in 11 quarters. The position peaked at $4.05M in Q4 2021. 2,419 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

Wilkinson Global Asset Management reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
Wilkinson Global Asset Management sold 10,600 NextEra Energy shares in Q4 2023, an estimated $607K.
Wilkinson Global Asset Management first reported a position in NextEra Energy in Q1 2021 and held it in 11 quarters.
Wilkinson Global Asset Management's NextEra Energy position peaked at $4.05M in Q4 2021.
2,419 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Wilkinson Global Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.