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Tiedemann Advisors’s NextEra Energy NEE Stock Holding History

Tiedemann Advisors’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
Q1 		– Sell
-12,608
Closed -$1.05M – 260
2022
Q4 		$1.05M Buy
12,608
+87
+0.7% +$7.03K 0.05% 115
2022
Q3 		$982K Buy
12,521
+53
+0.4% +$4.5K 0.06% 113
2022
Q2 		$966K Sell
12,468
-178
-1% -$13.6K 0.07% 117
2022
Q1 		$1.07M Sell
12,646
-3,086
-20% -$247K 0.05% 141
2021
Q4 		$1.47M Buy
15,732
+5
+0% +$432 0.07% 110
2021
Q3 		$1.24M Sell
15,727
-307
-2% -$24.8K 0.07% 119
2021
Q2 		$1.18M Sell
16,034
-431
-3% -$32.3K 0.05% 157
2021
Q1 		$1.25M Sell
16,465
-4,716
-22% -$368K 0.05% 142
2020
Q4 		$1.64M Sell
21,181
-146,647
-87% -$11M 0.08% 113
2020
Q3 		$11.6M Sell
167,828
-40,116
-19% -$2.77M 0.56% 31
2020
Q2 		$12.5M Buy
207,944
+6,052
+3% +$362K 0.66% 28
2020
Q1 		$12.1M Sell
201,892
-185,068
-48% -$11.6M 0.79% 26
2019
Q4 		$23.4M Sell
386,960
-29,820
-7% -$1.74M 1.12% 22
2019
Q3 		$24.3M Buy
416,780
+30,612
+8% +$1.66M 1.17% 21
2019
Q2 		$19.8M Sell
386,168
-26,132
-6% -$1.29M 0.99% 24
2019
Q1 		$19.9M Buy
412,300
+18,736
+5% +$857K 0.94% 24
2018
Q4 		$17.1M Buy
393,564
+15,040
+4% +$658K 0.87% 28
2018
Q3 		$15.9M Buy
378,524
+100,960
+36% +$4.3M 0.94% 26
2018
Q2 		$11.6M Buy
277,564
+95,524
+52% +$3.86M 0.74% 33
2018
Q1 		$7.43M Sell
182,040
-25,132
-12% -$969K 0.51% 38
2017
Q4 		$8.09M Buy
207,172
+56,260
+37% +$2.17M 0.62% 36
2017
Q3 		$5.49M Sell
150,912
-10,580
-7% -$388K 0.49% 41
2017
Q2 		$5.66M Buy
161,492
+7,612
+5% +$260K 0.41% 45
2017
Q1 		$4.94M Buy
153,880
+10,852
+8% +$341K 0.41% 49
2016
Q4 		$4.27M Buy
143,028
+121,200
+555% +$3.62M 0.43% 51
2016
Q3 		$680K Buy
+21,828
New +$688K 0.14% 81
2016
Q2 		– Sell
-6,800
Closed -$201K – 57
2016
Q1 		$201K Buy
+6,800
New +$191K 0.16% 59

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tiedemann Advisors's NEE Position: Q1 2023 in Review

Tiedemann Advisors sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 12,608 shares — an estimated $1.05M sold.

Tiedemann Advisors first reported a position in NEE in Q1 2016 and held it in 27 quarters. The position peaked at $24.3M in Q3 2019. 2,407 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

  • Tiedemann Advisors reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
  • Tiedemann Advisors sold 12,608 NextEra Energy shares in Q1 2023, an estimated $1.05M.
  • Tiedemann Advisors first reported a position in NextEra Energy in Q1 2016 and held it in 27 quarters.
  • Tiedemann Advisors's NextEra Energy position peaked at $24.3M in Q3 2019.
  • 2,407 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Tiedemann Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.