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Lionsbridge Wealth Management’s NextEra Energy NEE Stock Holding History

Lionsbridge Wealth Management’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
2020
Q1 		– Sell
-420
Closed -$25K – 221
2019
Q4 		$25K Buy
+420
New +$24.5K 0.02% 85

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lionsbridge Wealth Management's NEE Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of NextEra Energy (NEE) in Q1 2020, closing a stake of 420 shares — an estimated $25K sold.

Lionsbridge Wealth Management first reported a position in NEE in Q4 2019 and held it in 1 quarter. The position peaked at $25K in Q4 2019. 1,804 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining NextEra Energy position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 420 NextEra Energy shares in Q1 2020, an estimated $25K.
  • Lionsbridge Wealth Management first reported a position in NextEra Energy in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's NextEra Energy position peaked at $25K in Q4 2019.
  • 1,804 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.