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Brightworth’s NextEra Energy NEE Stock Holding History

Brightworth’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 		$12.5M Sell
158,804
-2,274
-1% -$193K 1.33% 14
2022
Q2 		$12.5M Sell
161,078
-1,638
-1% -$125K 1.34% 14
2022
Q1 		$13.8M Sell
162,716
-8,244
-5% -$661K 1.4% 13
2021
Q4 		$16M Buy
170,960
+2,020
+1% +$175K 1.46% 10
2021
Q3 		$13.3M Buy
168,940
+1,113
+0.7% +$89.8K 1.2% 12
2021
Q2 		$12.3M Buy
167,827
+7,928
+5% +$595K 1.05% 15
2021
Q1 		$12.1M Buy
159,899
+3,271
+2% +$255K 1.11% 12
2020
Q4 		$12.1M Buy
156,628
+160
+0.1% +$12K 1.2% 9
2020
Q3 		$10.9M Sell
156,468
-192
-0.1% -$13.3K 1.21% 12
2020
Q2 		$9.41M Buy
156,660
+1,780
+1% +$107K 1.31% 13
2020
Q1 		$9.32M Buy
154,880
+476
+0.3% +$29.9K 1.62% 8
2019
Q4 		$9.35M Buy
154,404
+168
+0.1% +$9.81K 1.75% 8
2019
Q3 		$8.98M Sell
154,236
-720
-0.5% -$39K 1.87% 11
2019
Q2 		$7.94M Buy
154,956
+2,688
+2% +$132K 1.68% 12
2019
Q1 		$7.36M Sell
152,268
-1,380
-0.9% -$63.1K 1.54% 15
2018
Q4 		$6.68M Sell
153,648
-2,864
-2% -$125K 1.54% 13
2018
Q3 		$6.56M Buy
156,512
+492
+0.3% +$20.9K 1.46% 20
2018
Q2 		$6.51M Buy
156,020
+3,448
+2% +$139K 1.57% 18
2018
Q1 		$6.23M Buy
152,572
+2,180
+1% +$84.1K 1.44% 21
2017
Q4 		$5.87M Buy
150,392
+1,520
+1% +$58.7K 1.33% 23
2017
Q3 		$5.45M Buy
+148,872
New +$5.45M 1.32% 24

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

Brightworth's NEE Position: Q3 2022 in Review

Brightworth reduced its NextEra Energy (NEE) stake by 1.4% in Q3 2022, selling an estimated $193K and leaving 158,804 shares worth $12.5M. The position accounts for 1.33% of the portfolio, ranked #14.

Brightworth first reported a position in NEE in Q3 2017 and has held it in 21 quarters since. The position peaked at $16M in Q4 2021. 2,343 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

  • Brightworth held 158,804 shares of NextEra Energy worth $12.5M as of Q3 2022.
  • Brightworth sold 2,274 NextEra Energy shares in Q3 2022, an estimated $193K.
  • NextEra Energy made up 1.33% of Brightworth's portfolio in Q3 2022, its #14 holding.
  • Brightworth first reported a position in NextEra Energy in Q3 2017 and has held it in 21 quarters since.
  • Brightworth's NextEra Energy position peaked at $16M in Q4 2021.
  • 2,343 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.