NEE β€” NextEra Energy Inc

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.

πŸ” Peak position
10.43% (2023 Q1)
πŸ“Š Avg. % of fund
6.77%
πŸ“… First filed
2022 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
13

Position Intelligence

Ausbil Investment Management Ltd Γ— NEE AI Analytics

πŸ“‰ Ausbil Investment Management Ltd underperformed the S&P 500 by –13.7% annually on this NEE position. Timing score: 50% (5/10 decisions correct). Average cost basis: $64.92. Maximum drawdown during holding period: –24.7%.

πŸ“ˆ Position Alpha vs SPY
-13.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 13.7% ann.
11 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
5 of 10 add/trim decisions correct

πŸ’° Entry Quality
$64.92
+22.8% vs current ($79.74)

Best entry: $56.85 (2023 Q4)  Β·  Worst: $74.47 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–24.7%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
58%
buy-side decisions

7 adds Β· 5 trims. Bought during 2 of 5 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Ausbil Investment Management Ltd has been actively increasing its NEE allocation β€” a bullish signal from insiders.
Currently 5.92% of portfolio

⚠ 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.

% of Fund (quarterly)    NEE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 129,794 -10,476 -7.5% 5.92% $10.4M $79.74
2025 Q3 ADDED 140,270 +58,977 +72.5% 5.89% $11.0M $74.47
2025 Q2 UNCHANGED 81,293 β€” 0% 3.31% $5.6M $67.96
2025 Q1 ADDED 81,293 +22,137 +37.4% 3.52% $5.8M $68.84
2024 Q4 REDUCED 59,156 -114,068 -65.8% 2.56% $4.3M $69.05
2024 Q3 REDUCED 173,224 -61,804 -26.3% 5.05% $14.6M $80.88
2024 Q2 REDUCED 235,028 -61,039 -20.6% 7.68% $16.6M $67.31
2024 Q1 ADDED 296,067 +15,379 +5.5% 9.40% $18.8M $60.36
2023 Q4 ADDED 280,688 +85,273 +43.6% 9.24% $17.0M $56.85
2023 Q3 REDUCED 195,415 -1,091 -0.6% 6.31% $10.2M $53.19
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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