Bridge Advisory’s NextEra Energy NEE Stock Holding History

Bridge Advisory’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 Q3	$201K	Buy	+2,373	New	+$185K	0.1%	97
2022 Q1	–	Sell	-2,530	Closed	-$236K	–	104
2021 Q4	$236K	Sell	2,530 -59	-2%	-$5.1K	0.11%	90
2021 Q3	$203K	Buy	+2,589	New	+$209K	0.1%	83
2021 Q2	–	Sell	-2,800	Closed	-$212K	–	88
2021 Q1	$212K	Buy	+2,800	New	+$219K	0.13%	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

Bridge Advisory's NEE Position: Q3 2024 in Review

Bridge Advisory opened a new position in NextEra Energy (NEE) in Q3 2024: 2,373 shares worth $201K. The stake represents 0.1% of the portfolio and ranks #97 among its holdings. This is a return to the name: Bridge Advisory previously reported a position in NEE as recently as Q4 2021.

Bridge Advisory first reported a position in NEE in Q1 2021 and has held it in 4 quarters since. The position peaked at $236K in Q4 2021. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

Bridge Advisory held 2,373 shares of NextEra Energy worth $201K as of Q3 2024.
NextEra Energy was a new Bridge Advisory position in Q3 2024.
NextEra Energy made up 0.1% of Bridge Advisory's portfolio in Q3 2024, its #97 holding.
Bridge Advisory first reported a position in NextEra Energy in Q1 2021 and has held it in 4 quarters since.
Bridge Advisory's NextEra Energy position peaked at $236K in Q4 2021.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.