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Stoneridge Investment Partners’s NextEra Energy NEE Stock Holding History

Stoneridge Investment Partners’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
2023
Q2 		– Sell
-6,184
Closed -$477K – 118
2023
Q1 		$477K Buy
+6,184
New +$476K 0.25% 75

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stoneridge Investment Partners's NEE Position: Q2 2023 in Review

Stoneridge Investment Partners sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 6,184 shares — an estimated $477K sold.

Stoneridge Investment Partners first reported a position in NEE in Q1 2023 and held it in 1 quarter. The position peaked at $477K in Q1 2023. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

  • Stoneridge Investment Partners reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
  • Stoneridge Investment Partners sold 6,184 NextEra Energy shares in Q2 2023, an estimated $477K.
  • Stoneridge Investment Partners first reported a position in NextEra Energy in Q1 2023 and held it in 1 quarter.
  • Stoneridge Investment Partners's NextEra Energy position peaked at $477K in Q1 2023.
  • 2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Stoneridge Investment Partners's 13F filing for Q2 2023, filed 4 Aug 2023.