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Bridgeworth’s NextEra Energy NEE Stock Holding History

Bridgeworth’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 		$234K Sell
3,848
-35
-0.9% -$2K 0.02% 164
2023
Q3 		$222K Sell
3,883
-137
-3% -$9.48K 0.02% 152
2023
Q2 		$298K Sell
4,020
-145
-3% -$11K 0.03% 135
2023
Q1 		$321K Sell
4,165
-354
-8% -$27.2K 0.04% 121
2022
Q4 		$378K Buy
4,519
+354
+8% +$28.6K 0.06% 106
2022
Q3 		$327K Sell
4,165
-432
-9% -$36.6K 0.08% 102
2022
Q2 		$356K Hold
4,597
– – 0.08% 102
2022
Q1 		$389K Sell
4,597
-220
-5% -$17.6K 0.09% 99
2021
Q4 		$450K Hold
4,817
– – 0.1% 89
2021
Q3 		$378K Buy
4,817
+675
+16% +$54.4K 0.11% 93
2021
Q2 		$304K Sell
4,142
-625
-13% -$46.9K 0.09% 104
2021
Q1 		$360K Buy
4,767
+1,591
+50% +$124K 0.11% 87
2020
Q4 		$245K Hold
3,176
– – 0.08% 107
2020
Q3 		$220K Sell
3,176
-1,600
-34% -$110K 0.08% 111
2020
Q2 		$287K Buy
4,776
+184
+4% +$11K 0.11% 96
2020
Q1 		$276K Hold
4,592
– – 0.13% 93
2019
Q4 		$278K Sell
4,592
-180
-4% -$10.5K 0.1% 99
2019
Q3 		$278K Hold
4,772
– – 0.11% 97
2019
Q2 		$244K Hold
4,772
– – 0.09% 106
2019
Q1 		$230K Sell
4,772
-4,200
-47% -$192K 0.09% 115
2018
Q4 		$321K Buy
+8,972
New +$392K 0.18% 80
2018
Q3 		– Sell
-6,032
Closed -$251K – 393
2018
Q2 		$251K Buy
6,032
+416
+7% +$16.8K 0.11% 113
2018
Q1 		$230K Buy
+5,616
New +$217K 0.11% 131

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

Bridgeworth's NEE Position: Q4 2023 in Review

Bridgeworth reduced its NextEra Energy (NEE) stake by 0.9% in Q4 2023, selling an estimated $2K and leaving 3,848 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #164.

Bridgeworth first reported a position in NEE in Q1 2018 and has held it in 23 quarters since. The position peaked at $450K in Q4 2021. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

  • Bridgeworth held 3,848 shares of NextEra Energy worth $234K as of Q4 2023.
  • Bridgeworth sold 35 NextEra Energy shares in Q4 2023, an estimated $2K.
  • NextEra Energy made up 0.02% of Bridgeworth's portfolio in Q4 2023, its #164 holding.
  • Bridgeworth first reported a position in NextEra Energy in Q1 2018 and has held it in 23 quarters since.
  • Bridgeworth's NextEra Energy position peaked at $450K in Q4 2021.
  • 2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.