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BerganKDV Wealth Management’s NextEra Energy NEE Stock Holding History

BerganKDV 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
Q2 		$440K Sell
5,929
-1,470
-20% -$111K 0.04% 172
2023
Q1 		$570K Buy
7,399
+2,160
+41% +$166K 0.06% 162
2022
Q4 		$438K Buy
5,239
+13
+0.2% +$1.05K 0.05% 175
2022
Q3 		$410K Sell
5,226
-1,599
-23% -$136K 0.05% 178
2022
Q2 		$529K Sell
6,825
-6
-0.1% -$457 0.06% 173
2022
Q1 		$579K Sell
6,831
-127
-2% -$10.2K 0.06% 174
2021
Q4 		$650K Buy
6,958
+85
+1% +$7.35K 0.07% 168
2021
Q3 		$540K Buy
6,873
+472
+7% +$38.1K 0.06% 172
2021
Q2 		$469K Sell
6,401
-1
-0% -$75 0.06% 182
2021
Q1 		$484K Sell
6,402
-213
-3% -$16.6K 0.06% 170
2020
Q4 		$510K Buy
6,615
+199
+3% +$14.9K 0.07% 156
2020
Q3 		$445K Hold
6,416
– – 0.07% 161
2020
Q2 		$385K Sell
6,416
-228
-3% -$13.6K 0.07% 169
2020
Q1 		$400K Sell
6,644
-528
-7% -$33.2K 0.08% 150
2019
Q4 		$434K Buy
7,172
+816
+13% +$47.6K 0.08% 163
2019
Q3 		$370K Buy
6,356
+4
+0.1% +$216 0.07% 156
2019
Q2 		$325K Hold
6,352
– – 0.06% 168
2019
Q1 		$307K Hold
6,352
– – 0.06% 163
2018
Q4 		$276K Buy
6,352
+108
+2% +$4.72K 0.06% 152
2018
Q3 		$262K Hold
6,244
– – 0.06% 175
2018
Q2 		$261K Sell
6,244
-48
-0.8% -$1.94K 0.06% 177
2018
Q1 		$257K Sell
6,292
-476
-7% -$18.4K 0.07% 165
2017
Q4 		$264K Sell
6,768
-436
-6% -$16.8K 0.06% 171
2017
Q3 		$264K Buy
7,204
+84
+1% +$3.08K 0.07% 168
2017
Q2 		$249K Hold
7,120
– – 0.07% 150
2017
Q1 		$229K Sell
7,120
-104
-1% -$3.27K 0.07% 154
2016
Q4 		$216K Sell
7,224
-624
-8% -$18.6K 0.07% 153
2016
Q3 		$240K Buy
7,848
+288
+4% +$9.07K 0.08% 141
2016
Q2 		$246K Hold
7,560
– – 0.11% 129
2016
Q1 		$224K Buy
+7,560
New +$212K 0.13% 126

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BerganKDV Wealth Management's NEE Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its NextEra Energy (NEE) stake by 20% in Q2 2023, selling an estimated $111K and leaving 5,929 shares worth $440K. The position accounts for 0.04% of the portfolio, ranked #172.

BerganKDV Wealth Management first reported a position in NEE in Q1 2016 and has held it in 30 quarters since. The position peaked at $650K in Q4 2021. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

  • BerganKDV Wealth Management held 5,929 shares of NextEra Energy worth $440K as of Q2 2023.
  • BerganKDV Wealth Management sold 1,470 NextEra Energy shares in Q2 2023, an estimated $111K.
  • NextEra Energy made up 0.04% of BerganKDV Wealth Management's portfolio in Q2 2023, its #172 holding.
  • BerganKDV Wealth Management first reported a position in NextEra Energy in Q1 2016 and has held it in 30 quarters since.
  • BerganKDV Wealth Management's NextEra Energy position peaked at $650K in Q4 2021.
  • 2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.