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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 		– Sell
-40,000
Closed -$3.14M – 160
2022
Q3 		$3.14M Buy
40,000
+37,000
+1,233% +$3.14M 0.99% 15
2022
Q2 		$232K Buy
+3,000
New +$228K 0.07% 95

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.