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Laurel Wealth Advisors (California)’s NextEra Energy NEE Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$663K Buy
7,928
+219
+3% +$17.7K 0.07% 302
2022
Q3 		$605K Buy
7,709
+1,486
+24% +$126K 0.06% 308
2022
Q2 		$482K Sell
6,223
-544
-8% -$41.4K 0.05% 369
2022
Q1 		$574K Sell
6,767
-97
-1% -$7.77K 0.05% 371
2021
Q4 		$641K Buy
6,864
+574
+9% +$49.6K 0.05% 369
2021
Q3 		$494K Sell
6,290
-1,053
-14% -$84.9K 0.09% 235
2021
Q2 		$538K Buy
7,343
+557
+8% +$41.8K 0.07% 261
2021
Q1 		$513K Sell
6,786
-314
-4% -$24.5K 0.08% 249
2020
Q4 		$547K Buy
7,100
+552
+8% +$41.3K 0.08% 232
2020
Q3 		$454K Buy
6,548
+104
+2% +$7.18K 0.08% 238
2020
Q2 		$387K Sell
6,444
-92
-1% -$5.51K 0.07% 252
2020
Q1 		$393K Sell
6,536
-1,348
-17% -$84.7K 0.09% 231
2019
Q4 		$477K Buy
7,884
+912
+13% +$53.2K 0.08% 262
2019
Q3 		$406K Sell
6,972
-792
-10% -$42.9K 0.07% 290
2019
Q2 		$398K Buy
7,764
+364
+5% +$17.9K 0.09% 253
2019
Q1 		$358K Sell
7,400
-604
-8% -$27.6K 0.09% 256
2018
Q4 		$347K Sell
8,004
-12
-0.1% -$525 0.1% 222
2018
Q3 		$335K Sell
8,016
-3,824
-32% -$163K 0.08% 256
2018
Q2 		$494K Sell
11,840
-320
-3% -$12.9K 0.13% 180
2018
Q1 		$496K Sell
12,160
-3,468
-22% -$134K 0.15% 160
2017
Q4 		$610K Buy
15,628
+7,488
+92% +$289K 0.18% 142
2017
Q3 		$298K Sell
8,140
-92
-1% -$3.37K 0.1% 217
2017
Q2 		$288K Buy
+8,232
New +$281K 0.1% 215

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
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
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

Laurel Wealth Advisors (California)'s NEE Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its NextEra Energy (NEE) stake by 2.8% in Q4 2022, buying an estimated $17.7K and bringing the position to 7,928 shares worth $663K. The position accounts for 0.07% of the portfolio, ranked #302.

Laurel Wealth Advisors (California) first reported a position in NEE in Q2 2017 and has held it in 23 quarters since. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

  • Laurel Wealth Advisors (California) held 7,928 shares of NextEra Energy worth $663K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 219 NextEra Energy shares in Q4 2022, an estimated $17.7K.
  • NextEra Energy made up 0.07% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #302 holding.
  • Laurel Wealth Advisors (California) first reported a position in NextEra Energy in Q2 2017 and has held it in 23 quarters since.
  • 2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.