Bickling Financial Services’s NextEra Energy NEE Stock Holding History

Bickling Financial Services’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 Q4	$1.68M	Buy	20,043 +98	+0.5%	+$7.92K	1.05%	24
2022 Q3	$1.56M	Buy	19,945 +74	+0.4%	+$6.28K	1.05%	24
2022 Q2	$1.54M	Buy	19,871 +91	+0.5%	+$6.93K	0.98%	25
2022 Q1	$1.68M	Buy	19,780 +82	+0.4%	+$6.57K	0.86%	27
2021 Q4	$1.84M	Buy	19,698 +66	+0.3%	+$5.7K	0.89%	28
2021 Q3	$1.54M	Sell	19,632 -422	-2%	-$34K	0.78%	30
2021 Q2	$1.47M	Buy	20,054 +8,968	+81%	+$673K	0.66%	31
2021 Q1	$838K	Buy	11,086 +1,821	+20%	+$142K	0.42%	46
2020 Q4	$715K	Buy	+9,265	New	+$693K	0.44%	45

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Bickling Financial Services's NEE Position: Q4 2022 in Review

Bickling Financial Services increased its NextEra Energy (NEE) stake by 0.49% in Q4 2022, buying an estimated $7.92K and bringing the position to 20,043 shares worth $1.68M. The position accounts for 1.05% of the portfolio, ranked #24.

Bickling Financial Services first reported a position in NEE in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.84M in Q4 2021. 2,472 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Bickling Financial Services held 20,043 shares of NextEra Energy worth $1.68M as of Q4 2022.
Bickling Financial Services bought 98 NextEra Energy shares in Q4 2022, an estimated $7.92K.
NextEra Energy made up 1.05% of Bickling Financial Services's portfolio in Q4 2022, its #24 holding.
Bickling Financial Services first reported a position in NextEra Energy in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's NextEra Energy position peaked at $1.84M in Q4 2021.
2,472 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.