WCM
NEE icon

WealthBridge Capital Management’s NextEra Energy NEE Stock Holding History

WealthBridge Capital 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
2023
Q4 		– Sell
-4,818
Closed -$276K – 189
2023
Q3 		$276K Buy
4,818
+7
+0.1% +$485 0.11% 131
2023
Q2 		$357K Sell
4,811
-282
-6% -$21.3K 0.14% 113
2023
Q1 		$393K Buy
5,093
+375
+8% +$28.8K 0.16% 113
2022
Q4 		$394K Buy
4,718
+367
+8% +$29.6K 0.16% 121
2022
Q3 		$337K Hold
4,351
– – 0.14% 133
2022
Q2 		$337K Buy
4,351
+612
+16% +$46.6K 0.14% 133
2022
Q1 		$317K Buy
3,739
+2
+0.1% +$160 0.12% 129
2021
Q4 		$349K Buy
3,737
+454
+14% +$39.2K 0.13% 121
2021
Q3 		$258K Buy
3,283
+456
+16% +$36.8K 0.1% 140
2021
Q2 		$207K Buy
+2,827
New +$212K 0.08% 159
2019
Q2 		– Sell
-1,380
Closed -$65K – 597
2019
Q1 		$65K Buy
1,380
+248
+22% +$11.3K 0.04% 244
2018
Q4 		$49K Buy
+1,132
New +$49.5K 0.04% 248

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthBridge Capital Management's NEE Position: Q4 2023 in Review

WealthBridge Capital Management sold out of NextEra Energy (NEE) in Q4 2023, closing a stake of 4,818 shares — an estimated $276K sold.

WealthBridge Capital Management first reported a position in NEE in Q4 2018 and held it in 12 quarters. The position peaked at $394K in Q4 2022. 2,418 funds tracked by Wall St. Rank hold NEE as of Q4 2023.

  • WealthBridge Capital Management reported no remaining NextEra Energy position as of Q4 2023 after selling out during the quarter.
  • WealthBridge Capital Management sold 4,818 NextEra Energy shares in Q4 2023, an estimated $276K.
  • WealthBridge Capital Management first reported a position in NextEra Energy in Q4 2018 and held it in 12 quarters.
  • WealthBridge Capital Management's NextEra Energy position peaked at $394K in Q4 2022.
  • 2,418 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2023.

Based on WealthBridge Capital Management's 13F filing for Q4 2023, filed 12 Feb 2024.