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Cedar Brook Financial Partners’s NextEra Energy NEE Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-6,601
Closed -$422K – 272
2024
Q1 		$422K Buy
6,601
+123
+2% +$7.21K 0.08% 234
2023
Q4 		$393K Buy
6,478
+133
+2% +$7.58K 0.09% 231
2023
Q3 		$363K Sell
6,345
-614
-9% -$42.5K 0.09% 217
2023
Q2 		$516K Buy
6,959
+44
+0.6% +$3.33K 0.12% 174
2023
Q1 		$533K Buy
6,915
+168
+2% +$12.9K 0.14% 170
2022
Q4 		$564K Sell
6,747
-20
-0.3% -$1.62K 0.16% 152
2022
Q3 		$531K Buy
6,767
+64
+1% +$5.43K 0.17% 154
2022
Q2 		$519K Buy
6,703
+65
+1% +$4.95K 0.16% 156
2022
Q1 		$562K Sell
6,638
-1,778
-21% -$142K 0.15% 166
2021
Q4 		$786K Buy
8,416
+279
+3% +$24.1K 0.2% 119
2021
Q3 		$639K Buy
8,137
+349
+4% +$28.1K 0.19% 132
2021
Q2 		$571K Buy
+7,788
New +$584K 0.17% 155
2020
Q4 		– Sell
-7,652
Closed -$531K – 335
2020
Q3 		$531K Buy
7,652
+732
+11% +$50.5K 0.21% 130
2020
Q2 		$415K Buy
6,920
+152
+2% +$9.1K 0.18% 149
2020
Q1 		$407K Buy
6,768
+476
+8% +$29.9K 0.23% 130
2019
Q4 		$381K Sell
6,292
-1,240
-16% -$72.4K 0.16% 170
2019
Q3 		$439K Sell
7,532
-1,376
-15% -$74.5K 0.19% 157
2019
Q2 		$456K Buy
8,908
+72
+0.8% +$3.54K 0.21% 153
2019
Q1 		$427K Buy
+8,836
New +$404K 0.21% 155

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cedar Brook Financial Partners's NEE Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 6,601 shares — an estimated $422K sold.

Cedar Brook Financial Partners first reported a position in NEE in Q1 2019 and held it in 19 quarters. The position peaked at $786K in Q4 2021. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 6,601 NextEra Energy shares in Q2 2024, an estimated $422K.
  • Cedar Brook Financial Partners first reported a position in NextEra Energy in Q1 2019 and held it in 19 quarters.
  • Cedar Brook Financial Partners's NextEra Energy position peaked at $786K in Q4 2021.
  • 2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.