Sargent Bickham Lagudis’s NextEra Energy NEE Stock Holding History

Sargent Bickham Lagudis’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	$6.49M	Sell	77,655 -2,137	-3%	-$173K	0.53%	42
2022 Q3	$6.26M	Sell	79,792 -2,700	-3%	-$229K	0.56%	39
2022 Q2	$6.39M	Buy	82,492 +183	+0.2%	+$13.9K	0.55%	38
2022 Q1	$6.97M	Sell	82,309 -10,440	-11%	-$837K	0.54%	40
2021 Q4	$8.66M	Sell	92,749 -1,235	-1%	-$107K	0.65%	33
2021 Q3	$7.38M	Buy	93,984 +3,064	+3%	+$247K	0.6%	36
2021 Q2	$6.66M	Buy	90,920 +701	+0.8%	+$52.6K	0.54%	44
2021 Q1	$6.82M	Buy	90,219 +1,045	+1%	+$81.6K	0.6%	38
2020 Q4	$6.88M	Sell	89,174 -1,490	-2%	-$111K	0.64%	33
2020 Q3	$6.29M	Sell	90,664 -2,292	-2%	-$158K	0.63%	35
2020 Q2	$5.58M	Sell	92,956 -952	-1%	-$57K	0.6%	37
2020 Q1	$5.65M	Buy	93,908 +13,528	+17%	+$850K	0.73%	26
2019 Q4	$4.87M	Sell	80,380 -2,012	-2%	-$117K	0.54%	37
2019 Q3	$4.8M	Sell	82,392 -6,544	-7%	-$354K	0.58%	36
2019 Q2	$4.55M	Sell	88,936 -968	-1%	-$47.6K	0.54%	41
2019 Q1	$4.34M	Sell	89,904 -1,572	-2%	-$71.9K	0.5%	48
2018 Q4	$3.98M	Buy	91,476 +1,160	+1%	+$50.7K	0.51%	47
2018 Q3	$3.78M	Buy	90,316 +320	+0.4%	+$13.6K	0.45%	55
2018 Q2	$3.76M	Sell	89,996 -3,680	-4%	-$149K	0.47%	53
2018 Q1	$3.83M	Sell	93,676 -2,304	-2%	-$88.8K	0.48%	52
2017 Q4	$3.75M	Buy	95,980 +416	+0.4%	+$16.1K	0.45%	61
2017 Q3	$3.5M	Sell	95,564 -1,808	-2%	-$66.2K	0.44%	62
2017 Q2	$3.41M	Sell	97,372 -2,248	-2%	-$76.8K	0.43%	60
2017 Q1	$3.2M	Buy	99,620 +496	+0.5%	+$15.6K	0.41%	66
2016 Q4	$2.96M	Buy	99,124 +98,364	+12,943%	+$2.94M	0.46%	61
2016 Q3	$3.31K	Sell	760 -111,184	-99%	-$3.5M	0.5%	61
2016 Q2	$3.65M	Sell	111,944 -10,736	-9%	-$322K	0.57%	51
2016 Q1	$3.63M	Buy	+122,680	New	+$3.44M	0.58%	53

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sargent Bickham Lagudis's NEE Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its NextEra Energy (NEE) stake by 2.7% in Q4 2022, selling an estimated $173K and leaving 77,655 shares worth $6.49M. The position accounts for 0.53% of the portfolio, ranked #42.

Sargent Bickham Lagudis first reported a position in NEE in Q1 2016 and has held it in 28 quarters since. The position peaked at $8.66M in Q4 2021. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Sargent Bickham Lagudis held 77,655 shares of NextEra Energy worth $6.49M as of Q4 2022.
Sargent Bickham Lagudis sold 2,137 NextEra Energy shares in Q4 2022, an estimated $173K.
NextEra Energy made up 0.53% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #42 holding.
Sargent Bickham Lagudis first reported a position in NextEra Energy in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's NextEra Energy position peaked at $8.66M in Q4 2021.
2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.