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B. Riley Wealth Management’s NextEra Energy NEE Stock Holding History

B. Riley Wealth 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
2022
Q2 		$5.71K Sell
73,692
-38,627
-34% -$2.94M 0.01% 137
2022
Q1 		$9.52M Sell
112,319
-264
-0.2% -$21.2K 0.73% 29
2021
Q4 		$10.5M Sell
112,583
-138
-0.1% -$11.9K 0.73% 29
2021
Q3 		$8.85M Sell
112,721
-2,195
-2% -$177K 0.68% 30
2021
Q2 		$8.42M Sell
114,916
-10,219
-8% -$767K 0.93% 25
2021
Q1 		$9.46M Buy
125,135
+12,038
+11% +$940K 1.11% 22
2020
Q4 		$8.72M Sell
113,097
-9,827
-8% -$735K 1.13% 20
2020
Q3 		$8.53M Buy
122,924
+2,316
+2% +$160K 1.01% 22
2020
Q2 		$7.24M Sell
120,608
-7,440
-6% -$445K 0.79% 30
2020
Q1 		$7.7M Buy
128,048
+119,948
+1,481% +$7.54M 0.81% 28
2019
Q4 		$490K Buy
8,100
+1,608
+25% +$93.9K 0.07% 214
2019
Q3 		$378K Buy
6,492
+240
+4% +$13K 0.07% 242
2019
Q2 		$320 Buy
6,252
+64
+1% +$3.15K 0.05% 272
2019
Q1 		$299K Buy
+6,188
New +$283K 0.05% 279
2015
Q3 		– Sell
-332
Closed -$8K – 538
2015
Q2 		$8K Sell
332
-208
-39% -$5.29K 0.01% 785
2015
Q1 		$14K Sell
540
-200
-27% -$5.28K 0.01% 692
2014
Q4 		$19K Sell
740
-100
-12% -$2.52K 0.02% 596
2014
Q3 		$19K Sell
840
-9,304
-92% -$225K 0.01% 619
2014
Q2 		$259K Sell
10,144
-100
-1% -$2.43K 0.17% 163
2014
Q1 		$245K Buy
+10,244
New +$232K 0.18% 152

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Management's NEE Position: Q2 2022 in Review

B. Riley Wealth Management reduced its NextEra Energy (NEE) stake by 34% in Q2 2022, selling an estimated $2.94M and leaving 73,692 shares worth $5.71K. The position accounts for 0.01% of the portfolio, ranked #137.

B. Riley Wealth Management first reported a position in NEE in Q1 2014 and has held it in 20 quarters since. The position peaked at $10.5M in Q4 2021. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

  • B. Riley Wealth Management held 73,692 shares of NextEra Energy worth $5.71K as of Q2 2022.
  • B. Riley Wealth Management sold 38,627 NextEra Energy shares in Q2 2022, an estimated $2.94M.
  • NextEra Energy made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #137 holding.
  • B. Riley Wealth Management first reported a position in NextEra Energy in Q1 2014 and has held it in 20 quarters since.
  • B. Riley Wealth Management's NextEra Energy position peaked at $10.5M in Q4 2021.
  • 2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.