SEC 13F Intelligence

Naples Money Management LLC / NEE

Naples Money Management LLC’s Nextera Energy Inc Position

Does Naples Money Management LLC own Nextera Energy Inc (NEE)? Yes — 30.9K shares worth $3M (+2.20% of its 13F portfolio) as of Q3 2024, down from 31.1K shares the prior filed quarter.

Position Value
$3M
Q3 2024
Shares
30.9K
% of Portfolio
+2.20%
Quarters Held
4
currently held

Position History NEE

Reported value by quarter
Q4 ’23: $70,337Q4 ’23Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ2 ’24Q3 ’24: $3MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202430.9K$3M+2.20%
Q2 202431.1K$2M+1.85%
Q1 202435.4K$2M+2.25%
Q4 20231.2K$70,337+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Naples Money Management LLC’s full portfolio or all institutional holders of NEE.