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YorkBridge Wealth Partners’s NextEra Energy NEE Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$2.12M Buy
25,367
+129
+0.5% +$10.4K 0.54% 52
2022
Q3 		$1.98M Buy
25,238
+120
+0.5% +$10.2K 0.51% 52
2022
Q2 		$1.95M Sell
25,118
-6,856
-21% -$522K 0.51% 51
2022
Q1 		$2.71M Sell
31,974
-362
-1% -$29K 0.59% 42
2021
Q4 		$3.02M Sell
32,336
-599
-2% -$51.8K 0.68% 40
2021
Q3 		$2.59M Buy
32,935
+150
+0.5% +$12.1K 0.65% 46
2021
Q2 		$2.4M Buy
32,785
+602
+2% +$45.2K 0.63% 45
2021
Q1 		$2.43M Buy
32,183
+1,959
+6% +$153K 0.72% 41
2020
Q4 		$2.33M Buy
30,224
+352
+1% +$26.3K 0.78% 37
2020
Q3 		$2.07M Buy
29,872
+7,832
+36% +$541K 0.87% 35
2020
Q2 		$1.32M Sell
22,040
-616
-3% -$36.9K 0.6% 52
2020
Q1 		$1.36M Buy
22,656
+1,048
+5% +$65.9K 0.84% 41
2019
Q4 		$1.31M Sell
21,608
-2,572
-11% -$150K 0.6% 54
2019
Q3 		$1.41M Sell
24,180
-5,164
-18% -$279K 0.71% 44
2019
Q2 		$1.5M Buy
29,344
+48
+0.2% +$2.36K 0.67% 41
2019
Q1 		$1.42M Sell
29,296
-188
-0.6% -$8.6K 0.65% 44
2018
Q4 		$1.28M Buy
29,484
+2,612
+10% +$114K 0.68% 45
2018
Q3 		$1.12M Sell
26,872
-1,716
-6% -$73K 0.51% 55
2018
Q2 		$1.19M Buy
28,588
+492
+2% +$19.9K 0.52% 54
2018
Q1 		$1.12M Buy
28,096
+2,720
+11% +$105K 0.51% 55
2017
Q4 		$979K Sell
25,376
-900
-3% -$34.7K 0.47% 59
2017
Q3 		$963K Sell
26,276
-396
-1% -$14.5K 0.5% 53
2017
Q2 		$931K Sell
26,672
-2,260
-8% -$77.2K 0.49% 53
2017
Q1 		$969K Buy
28,932
+2,140
+8% +$67.3K 0.51% 55
2016
Q4 		$769K Buy
+26,792
New +$801K 0.45% 62

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

YorkBridge Wealth Partners's NEE Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its NextEra Energy (NEE) stake by 0.51% in Q4 2022, buying an estimated $10.4K and bringing the position to 25,367 shares worth $2.12M. The position accounts for 0.54% of the portfolio, ranked #52.

YorkBridge Wealth Partners first reported a position in NEE in Q4 2016 and has held it in 25 quarters since. The position peaked at $3.02M in Q4 2021. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

  • YorkBridge Wealth Partners held 25,367 shares of NextEra Energy worth $2.12M as of Q4 2022.
  • YorkBridge Wealth Partners bought 129 NextEra Energy shares in Q4 2022, an estimated $10.4K.
  • NextEra Energy made up 0.54% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #52 holding.
  • YorkBridge Wealth Partners first reported a position in NextEra Energy in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's NextEra Energy position peaked at $3.02M in Q4 2021.
  • 2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.