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Bell Rock Capital’s NextEra Energy NEE Stock Holding History

Bell Rock Capital’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
Q3 		$645K Buy
+8,231
New +$698K 0.8% 33
2022
Q2 		– Sell
-6,720
Closed -$564K – 91
2022
Q1 		$564K Buy
6,720
+632
+10% +$50.6K 0.53% 45
2021
Q4 		$552K Buy
+6,088
New +$526K 0.41% 53
2020
Q1 		– Sell
-1,168
Closed -$70K – 210
2019
Q4 		$70K Buy
1,168
+4
+0.3% +$234 0.06% 186
2019
Q3 		$67K Buy
1,164
+8
+0.7% +$433 0.06% 181
2019
Q2 		$59K Buy
1,156
+8
+0.7% +$394 0.05% 183
2019
Q1 		$55K Sell
1,148
-2,456
-68% -$112K 0.03% 230
2018
Q4 		$157K Sell
3,604
-1,212
-25% -$53K 0.11% 129
2018
Q3 		$202K Buy
4,816
+8
+0.2% +$341 0.1% 130
2018
Q2 		$201K Buy
4,808
+8
+0.2% +$323 0.1% 132
2018
Q1 		$196K Buy
4,800
+4
+0.1% +$154 0.1% 126
2017
Q4 		$187K Buy
4,796
+8
+0.2% +$309 0.1% 135
2017
Q3 		$175K Buy
4,788
+8
+0.2% +$293 0.1% 139
2017
Q2 		$167K Hold
4,780
– – 0.1% 137
2017
Q1 		$153K Hold
4,780
– – 0.14% 94
2016
Q4 		$143K Buy
+4,780
New +$143K 0.15% 102

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

Bell Rock Capital's NEE Position: Q3 2022 in Review

Bell Rock Capital opened a new position in NextEra Energy (NEE) in Q3 2022: 8,231 shares worth $645K. The stake represents 0.8% of the portfolio and ranks #33 among its holdings. This is a return to the name: Bell Rock Capital previously reported a position in NEE as recently as Q1 2022.

Bell Rock Capital first reported a position in NEE in Q4 2016 and has held it in 16 quarters since. 2,343 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

  • Bell Rock Capital held 8,231 shares of NextEra Energy worth $645K as of Q3 2022.
  • NextEra Energy was a new Bell Rock Capital position in Q3 2022.
  • NextEra Energy made up 0.8% of Bell Rock Capital's portfolio in Q3 2022, its #33 holding.
  • Bell Rock Capital first reported a position in NextEra Energy in Q4 2016 and has held it in 16 quarters since.
  • 2,343 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Bell Rock Capital's 13F filing for Q3 2022, filed 28 Oct 2022.