Bank of the West’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.67M | Sell |
79,764
-3,069
| -4% | -$248K | 0.78% | 33 |
|
|
2022
Q3 | $6.5M | Sell |
82,833
-899
| -1% | -$76.3K | 0.85% | 31 |
|
|
2022
Q2 | $6.49M | Sell |
83,732
-2,511
| -3% | -$191K | 0.82% | 31 |
|
|
2022
Q1 | $7.31M | Buy |
86,243
+2,104
| +3% | +$169K | 0.76% | 37 |
|
|
2021
Q4 | $7.86M | Sell |
84,139
-3,437
| -4% | -$297K | 0.74% | 38 |
|
|
2021
Q3 | $6.88M | Sell |
87,576
-683
| -0.8% | -$55.1K | 0.72% | 36 |
|
|
2021
Q2 | $6.47M | Buy |
88,259
+1,778
| +2% | +$133K | 0.66% | 47 |
|
|
2021
Q1 | $6.54M | Sell |
86,481
-1,657
| -2% | -$129K | 0.74% | 41 |
|
|
2020
Q4 | $6.8M | Sell |
88,138
-886
| -1% | -$66.3K | 0.79% | 38 |
|
|
2020
Q3 | $6.18M | Sell |
89,024
-4,288
| -5% | -$296K | 0.83% | 31 |
|
|
2020
Q2 | $5.6M | Sell |
93,312
-380
| -0.4% | -$22.7K | 0.76% | 35 |
|
|
2020
Q1 | $5.64M | Buy |
93,692
+22,984
| +33% | +$1.44M | 0.88% | 28 |
|
|
2019
Q4 | $4.28M | Sell |
70,708
-77,588
| -52% | -$4.53M | 0.5% | 55 |
|
|
2019
Q3 | $8.64M | Sell |
148,296
-3,624
| -2% | -$196K | 1.04% | 28 |
|
|
2019
Q2 | $7.78M | Sell |
151,920
-3,188
| -2% | -$157K | 0.91% | 30 |
|
|
2019
Q1 | $7.5M | Sell |
155,108
-7,568
| -5% | -$346K | 0.88% | 30 |
|
|
2018
Q4 | $7.07M | Sell |
162,676
-4,320
| -3% | -$189K | 0.85% | 32 |
|
|
2018
Q3 | $7M | Sell |
166,996
-3,676
| -2% | -$156K | 0.82% | 31 |
|
|
2018
Q2 | $7.13M | Sell |
170,672
-5,004
| -3% | -$202K | 0.87% | 33 |
|
|
2018
Q1 | $7.17M | Sell |
175,676
-20
| -0% | -$771 | 0.9% | 28 |
|
|
2017
Q4 | $6.86M | Sell |
175,696
-4,500
| -2% | -$174K | 0.86% | 32 |
|
|
2017
Q3 | $6.6M | Sell |
180,196
-25,820
| -13% | -$946K | 0.83% | 37 |
|
|
2017
Q2 | $7.22M | Sell |
206,016
-11,148
| -5% | -$381K | 0.93% | 29 |
|
|
2017
Q1 | $6.97M | Buy |
217,164
+11,024
| +5% | +$347K | 0.88% | 30 |
|
|
2016
Q4 | $6.16M | Buy |
206,140
+13,392
| +7% | +$400K | 0.85% | 34 |
|
|
2016
Q3 | $5.89M | Buy |
192,748
+12,596
| +7% | +$397K | 0.81% | 35 |
|
|
2016
Q2 | $5.87M | Sell |
180,152
-3,652
| -2% | -$110K | 0.84% | 34 |
|
|
2016
Q1 | $5.44M | Sell |
183,804
-6,960
| -4% | -$195K | 0.75% | 37 |
|
|
2015
Q4 | $4.96M | Buy |
190,764
+12
| +0% | +$304 | 0.69% | 42 |
|
|
2015
Q3 | $4.65M | Sell |
190,752
-6,188
| -3% | -$157K | 0.74% | 40 |
|
|
2015
Q2 | $4.83M | Sell |
196,940
-1,368
| -0.7% | -$34.8K | 0.69% | 46 |
|
|
2015
Q1 | $5.16M | Buy |
198,308
+4,612
| +2% | +$122K | 0.73% | 39 |
|
|
2014
Q4 | $5.15M | Buy |
193,696
+524
| +0.3% | +$13.2K | 0.75% | 40 |
|
|
2014
Q3 | $4.53M | Sell |
193,172
-10,148
| -5% | -$245K | 0.77% | 41 |
|
|
2014
Q2 | $5.21M | Sell |
203,320
-68
| -0% | -$1.65K | 0.81% | 41 |
|
|
2014
Q1 | $4.86M | Sell |
203,388
-6,512
| -3% | -$148K | 0.8% | 37 |
|
|
2013
Q4 | $4.49M | Sell |
209,900
-8,560
| -4% | -$180K | 0.71% | 44 |
|
|
2013
Q3 | $4.38M | Sell |
218,460
-15,708
| -7% | -$324K | 0.8% | 40 |
|
|
2013
Q2 | $4.77M | Buy |
+234,168
| New | +$4.65M | 0.9% | 35 |
|
Other funds holding NEE
Bank of the West's NEE Position: Q4 2022 in Review
Bank of the West reduced its NextEra Energy (NEE) stake by 3.7% in Q4 2022, selling an estimated $248K and leaving 79,764 shares worth $6.67M. The position accounts for 0.78% of the portfolio, ranked #33.
Bank of the West first reported a position in NEE in Q2 2013 and has held it in 39 quarters since. The position peaked at $8.64M in Q3 2019. 2,472 funds tracked by Wall St. Rank hold NEE as of Q4 2022.
- Bank of the West held 79,764 shares of NextEra Energy worth $6.67M as of Q4 2022.
- Bank of the West sold 3,069 NextEra Energy shares in Q4 2022, an estimated $248K.
- NextEra Energy made up 0.78% of Bank of the West's portfolio in Q4 2022, its #33 holding.
- Bank of the West first reported a position in NextEra Energy in Q2 2013 and has held it in 39 quarters since.
- Bank of the West's NextEra Energy position peaked at $8.64M in Q3 2019.
- 2,472 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.
Based on Bank of the West's 13F filing for Q4 2022, filed 1 Feb 2023.