Ownership history in Ausbil Investment Management Ltd Β· 13 quarters on record
This page tracks every 13F SEC filing in which Ausbil Investment Management Ltd reported a position in NextEra Energy Inc (NEE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Ausbil Investment Management Ltd underperformed the S&P 500 by β13.7% annually on this NEE position. Timing score: 50% (5/10 decisions correct). Average cost basis: $64.92. Maximum drawdown during holding period: β24.7%.
β Significantly underperformed the S&P 500 by 13.7% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 10 add/trim decisions correct
Best entry: $56.85 (2023 Q4) Β· Worst: $74.47 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 5 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
π Ausbil Investment Management Ltd has been actively increasing its NEE allocation β a bullish signal from insiders.
Currently 5.92% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size