Bay Rivers Group’s NextEra Energy NEE Stock Holding History

Bay Rivers Group’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
2024 Q2	–	Sell	-3,825	Closed	-$244K	–	85
2024 Q1	$244K	Buy	3,825 +50	+1%	+$2.93K	0.13%	71
2023 Q4	$229K	Buy	3,775 +225	+6%	+$12.8K	0.14%	65
2023 Q3	$203K	Buy	3,550 +435	+14%	+$30.1K	0.16%	63
2023 Q2	$231K	Buy	3,115 +423	+16%	+$32K	0.17%	63
2023 Q1	$207K	Buy	2,692 +110	+4%	+$8.46K	0.18%	61
2022 Q4	$216K	Buy	+2,582	New	+$209K	0.22%	58
2022 Q3	–	Sell	-28,960	Closed	-$2.24M	–	62
2022 Q2	$2.24M	Buy	28,960 +2,557	+10%	+$195K	2%	23
2022 Q1	$2.24M	Buy	26,403 +3,580	+16%	+$287K	1.61%	27
2021 Q4	$2.13M	Buy	22,823 +408	+2%	+$35.3K	1.3%	29
2021 Q3	$1.76M	Buy	22,415 +1,213	+6%	+$97.8K	1.2%	32
2021 Q2	$1.55M	Buy	21,202 +17,630	+494%	+$1.32M	1.1%	34
2021 Q1	$270K	Buy	3,572 +109	+3%	+$8.51K	0.21%	66
2020 Q4	$267K	Buy	+3,463	New	+$259K	0.22%	66

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bay Rivers Group's NEE Position: Q2 2024 in Review

Bay Rivers Group sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 3,825 shares — an estimated $244K sold.

Bay Rivers Group first reported a position in NEE in Q4 2020 and held it in 13 quarters. The position peaked at $2.24M in Q2 2022. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Bay Rivers Group reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
Bay Rivers Group sold 3,825 NextEra Energy shares in Q2 2024, an estimated $244K.
Bay Rivers Group first reported a position in NextEra Energy in Q4 2020 and held it in 13 quarters.
Bay Rivers Group's NextEra Energy position peaked at $2.24M in Q2 2022.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Bay Rivers Group's 13F filing for Q2 2024, filed 22 Jul 2024.