BWM
NEE icon

Baystate Wealth Management’s NextEra Energy NEE Stock Holding History

Baystate 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
2023
Q4 		$612K Sell
10,070
-349
-3% -$19.9K 0.04% 129
2023
Q3 		$597K Buy
10,419
+63
+0.6% +$4.36K 0.05% 117
2023
Q2 		$768K Buy
10,356
+21
+0.2% +$1.59K 0.06% 105
2023
Q1 		$797K Buy
10,335
+66
+0.6% +$5.08K 0.07% 102
2022
Q4 		$859K Sell
10,269
-157
-2% -$12.7K 0.08% 108
2022
Q3 		$818K Sell
10,426
-554
-5% -$47K 0.08% 90
2022
Q2 		$851K Sell
10,980
-654
-6% -$49.8K 0.08% 90
2022
Q1 		$986K Buy
11,634
+57
+0.5% +$4.57K 0.09% 79
2021
Q4 		$1.08M Buy
11,577
+1,241
+12% +$107K 0.1% 74
2021
Q3 		$812K Buy
10,336
+23
+0.2% +$1.85K 0.08% 78
2021
Q2 		$756K Buy
10,313
+326
+3% +$24.5K 0.07% 80
2021
Q1 		$755K Buy
9,987
+1,289
+15% +$101K 0.08% 74
2020
Q4 		$671K Sell
8,698
-3,426
-28% -$256K 0.08% 74
2020
Q3 		$841K Buy
12,124
+32
+0.3% +$2.21K 0.1% 56
2020
Q2 		$726K Buy
12,092
+4,312
+55% +$258K 0.09% 55
2020
Q1 		$468K Sell
7,780
-288
-4% -$18.1K 0.06% 66
2019
Q4 		$488K Buy
8,068
+1,152
+17% +$67.3K 0.06% 68
2019
Q3 		$403K Sell
6,916
-1,624
-19% -$87.9K 0.05% 73
2019
Q2 		$436K Sell
8,540
-228
-3% -$11.2K 0.06% 68
2019
Q1 		$417K Buy
8,768
+844
+11% +$38.6K 0.06% 70
2018
Q4 		$349K Buy
7,924
+308
+4% +$13.5K 0.05% 72
2018
Q3 		$329K Buy
7,616
+32
+0.4% +$1.36K 0.06% 64
2018
Q2 		$319K Buy
7,584
+2,048
+37% +$82.7K 0.05% 65
2018
Q1 		$223K Sell
5,536
-260
-4% -$10K 0.03% 75
2017
Q4 		$217K Hold
5,796
– – 0.03% 78
2017
Q3 		$214K Sell
5,796
-140
-2% -$5.13K 0.04% 75
2017
Q2 		$209K Buy
5,936
+604
+11% +$20.6K 0.04% 75
2017
Q1 		$174K Buy
5,332
+1,764
+49% +$55.5K 0.03% 84
2016
Q4 		$106K Buy
+3,568
New +$107K 0.02% 99
2013
Q3 		– Sell
-3,980
Closed -$81K – 159
2013
Q2 		$81K Buy
+3,980
New +$79K 0.04% 68

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baystate Wealth Management's NEE Position: Q4 2023 in Review

Baystate Wealth Management reduced its NextEra Energy (NEE) stake by 3.3% in Q4 2023, selling an estimated $19.9K and leaving 10,070 shares worth $612K. The position accounts for 0.04% of the portfolio, ranked #129.

Baystate Wealth Management first reported a position in NEE in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.08M in Q4 2021. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

  • Baystate Wealth Management held 10,070 shares of NextEra Energy worth $612K as of Q4 2023.
  • Baystate Wealth Management sold 349 NextEra Energy shares in Q4 2023, an estimated $19.9K.
  • NextEra Energy made up 0.04% of Baystate Wealth Management's portfolio in Q4 2023, its #129 holding.
  • Baystate Wealth Management first reported a position in NextEra Energy in Q2 2013 and has held it in 30 quarters since.
  • Baystate Wealth Management's NextEra Energy position peaked at $1.08M in Q4 2021.
  • 2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.