JP Morgan Private Wealth Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $79.4M | Buy |
+1,386,490
| New | +$96M | 0.23% | 105 |
|
|
2023
Q2 | – | Sell |
-2,442,161
| Closed | -$188M | – | 1755 |
|
|
2023
Q1 | $188M | Buy |
2,442,161
+155,772
| +7% | +$12M | 0.4% | 62 |
|
|
2022
Q4 | $191M | Buy |
2,286,389
+115,858
| +5% | +$9.36M | 0.43% | 60 |
|
|
2022
Q3 | $170M | Buy |
2,170,531
+288,366
| +15% | +$24.5M | 0.44% | 59 |
|
|
2022
Q2 | $146M | Buy |
1,882,165
+130,493
| +7% | +$9.93M | 0.37% | 71 |
|
|
2022
Q1 | $148M | Sell |
1,751,672
-67,968
| -4% | -$5.45M | 0.32% | 79 |
|
|
2021
Q4 | $170M | Buy |
1,819,640
+34,738
| +2% | +$3M | 0.37% | 70 |
|
|
2021
Q3 | $140M | Sell |
1,784,902
-163,856
| -8% | -$13.2M | 0.34% | 68 |
|
|
2021
Q2 | $143M | Sell |
1,948,758
-191,252
| -9% | -$14.4M | 0.37% | 64 |
|
|
2021
Q1 | $162M | Buy |
2,140,010
+45,121
| +2% | +$3.52M | 0.52% | 44 |
|
|
2020
Q4 | $162M | Buy |
2,094,889
+226,793
| +12% | +$17M | 0.52% | 45 |
|
|
2020
Q3 | $130M | Buy |
1,868,096
+158,048
| +9% | +$10.9M | 0.51% | 51 |
|
|
2020
Q2 | $103M | Buy |
1,710,048
+29,560
| +2% | +$1.77M | 0.47% | 57 |
|
|
2020
Q1 | $101M | Buy |
1,680,488
+27,408
| +2% | +$1.72M | 0.57% | 41 |
|
|
2019
Q4 | $100M | Buy |
1,653,080
+95,396
| +6% | +$5.57M | 0.45% | 56 |
|
|
2019
Q3 | $90.7M | Buy |
1,557,684
+233,668
| +18% | +$12.6M | 0.47% | 54 |
|
|
2019
Q2 | $67.8M | Sell |
1,324,016
-74,384
| -5% | -$3.66M | 0.37% | 70 |
|
|
2019
Q1 | $67.6M | Buy |
1,398,400
+150,092
| +12% | +$6.86M | 0.35% | 71 |
|
|
2018
Q4 | $54.2M | Buy |
1,248,308
+65,156
| +6% | +$2.85M | 0.33% | 76 |
|
|
2018
Q3 | $49.6M | Buy |
1,183,152
+18,348
| +2% | +$781K | 0.24% | 98 |
|
|
2018
Q2 | $48.6M | Buy |
1,164,804
+184,196
| +19% | +$7.44M | 0.27% | 87 |
|
|
2018
Q1 | $40M | Sell |
980,608
-9,156
| -0.9% | -$353K | 0.27% | 91 |
|
|
2017
Q4 | $38.6M | Buy |
989,764
+39,716
| +4% | +$1.53M | 0.25% | 97 |
|
|
2017
Q3 | $34.8M | Buy |
950,048
+67,892
| +8% | +$2.49M | 0.25% | 106 |
|
|
2017
Q2 | $30.9M | Buy |
882,156
+15,752
| +2% | +$538K | 0.23% | 104 |
|
|
2017
Q1 | $27.8M | Buy |
866,404
+32,176
| +4% | +$1.01M | 0.22% | 115 |
|
|
2016
Q4 | $24.9M | Buy |
834,228
+9,208
| +1% | +$275K | 0.22% | 109 |
|
|
2016
Q3 | $25.2M | Buy |
825,020
+13,632
| +2% | +$429K | 0.24% | 103 |
|
|
2016
Q2 | $26.5M | Buy |
811,388
+161,396
| +25% | +$4.85M | 0.26% | 102 |
|
|
2016
Q1 | $19.2M | Buy |
649,992
+62,100
| +11% | +$1.74M | 0.18% | 121 |
|
|
2015
Q4 | $15.3M | Buy |
587,892
+28,560
| +5% | +$723K | 0.16% | 141 |
|
|
2015
Q3 | $13.6M | Buy |
559,332
+2,788
| +0.5% | +$70.9K | 0.17% | 135 |
|
|
2015
Q2 | $13.6M | Buy |
556,544
+4,876
| +0.9% | +$124K | 0.16% | 153 |
|
|
2015
Q1 | $14.4M | Sell |
551,668
-10,208
| -2% | -$269K | 0.16% | 143 |
|
|
2014
Q4 | $14.9M | Buy |
561,876
+22,600
| +4% | +$571K | 0.18% | 131 |
|
|
2014
Q3 | $12.7M | Buy |
539,276
+50,168
| +10% | +$1.21M | 0.16% | 140 |
|
|
2014
Q2 | $12.5M | Buy |
489,108
+17,176
| +4% | +$418K | 0.21% | 121 |
|
|
2014
Q1 | $11.3M | Buy |
471,932
+63,888
| +16% | +$1.45M | 0.21% | 127 |
|
|
2013
Q4 | $8.73M | Buy |
408,044
+15,376
| +4% | +$324K | 0.18% | 139 |
|
|
2013
Q3 | $7.87M | Buy |
392,668
+30,484
| +8% | +$629K | 0.18% | 144 |
|
|
2013
Q2 | $7.38M | Buy |
+362,184
| New | +$7.19M | 0.18% | 137 |
|
Other funds holding NEE
JP Morgan Private Wealth Advisors's NEE Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in NextEra Energy (NEE) in Q3 2023: 1,386,490 shares worth $79.4M. The stake represents 0.23% of the portfolio and ranks #105 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in NEE as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in NEE in Q2 2013 and has held it in 41 quarters since. The position peaked at $191M in Q4 2022. 2,311 funds tracked by Wall St. Rank hold NEE as of Q3 2023.
- JP Morgan Private Wealth Advisors held 1,386,490 shares of NextEra Energy worth $79.4M as of Q3 2023.
- NextEra Energy was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- NextEra Energy made up 0.23% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #105 holding.
- JP Morgan Private Wealth Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's NextEra Energy position peaked at $191M in Q4 2022.
- 2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.