LDFR
NEE icon

Lehman & Derafelo Financial Resources’s NextEra Energy NEE Stock Holding History

Lehman & Derafelo Financial Resources’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 		$97M Sell
1,160,606
-8,030
-0.7% -$649K 28.78% 1
2022
Q3 		$91.6M Sell
1,168,636
-52,797
-4% -$4.48M 28.88% 1
2022
Q2 		$94.6M Buy
1,221,433
+23,327
+2% +$1.78M 29.27% 1
2022
Q1 		$101M Buy
1,198,106
+147,831
+14% +$11.8M 28.22% 1
2021
Q4 		$98.1M Sell
1,050,275
-13,433
-1% -$1.16M 29.63% 1
2021
Q3 		$83.5M Sell
1,063,708
-340,036
-24% -$27.4M 27.14% 1
2021
Q2 		$103M Buy
1,403,744
+32,879
+2% +$2.47M 28.12% 1
2021
Q1 		$104M Buy
1,370,865
+148,382
+12% +$11.6M 29.11% 1
2020
Q4 		$94.3M Buy
1,222,483
+20,515
+2% +$1.53M 28.22% 1
2020
Q3 		$83.4M Buy
1,201,968
+57,048
+5% +$3.94M 26.54% 1
2020
Q2 		$68.7M Buy
1,144,920
+25,860
+2% +$1.55M 24% 1
2020
Q1 		$67.3M Sell
1,119,060
-6,640
-0.6% -$417K 28.01% 1
2019
Q4 		$68.2M Buy
1,125,700
+9,024
+0.8% +$527K 24.48% 1
2019
Q3 		$65M Buy
1,116,676
+2,900
+0.3% +$157K 24.88% 1
2019
Q2 		$57.9M Sell
1,113,776
-6,460
-0.6% -$318K 23.63% 1
2019
Q1 		$54.1M Sell
1,120,236
-20,260
-2% -$926K 23.36% 1
2018
Q4 		$49.6M Buy
+1,140,496
New +$49.9M 24.64% 1

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

Lehman & Derafelo Financial Resources's NEE Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its NextEra Energy (NEE) stake by 0.69% in Q4 2022, selling an estimated $649K and leaving 1,160,606 shares worth $97M. The position accounts for 28.78% of the portfolio, ranked #1.

Lehman & Derafelo Financial Resources first reported a position in NEE in Q4 2018 and has held it in 17 quarters since. The position peaked at $104M in Q1 2021. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 1,160,606 shares of NextEra Energy worth $97M as of Q4 2022.
  • Lehman & Derafelo Financial Resources sold 8,030 NextEra Energy shares in Q4 2022, an estimated $649K.
  • NextEra Energy made up 28.78% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #1 holding.
  • Lehman & Derafelo Financial Resources first reported a position in NextEra Energy in Q4 2018 and has held it in 17 quarters since.
  • Lehman & Derafelo Financial Resources's NextEra Energy position peaked at $104M in Q1 2021.
  • 2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.