NEXTERA ENERGY INC COM
Reported by Lehman & Derafelo Financial Resources LLC
Reported 1,160,606 shares, down 8,030 (0.7%) from the prior quarter.
Reported value 5.9%; share count -0.7% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2018-12-31 | 49560000 |
| 2019-03-31 | 54141000 |
| 2019-06-30 | 57947000 |
| 2019-09-30 | 65044000 |
| 2019-12-31 | 68150000 |
| 2020-03-31 | 67317000 |
| 2020-06-30 | 68744000 |
| 2020-09-30 | 83404000 |
| 2020-12-31 | 94315000 |
| 2021-03-31 | 103651000 |
| 2021-06-30 | 102866000 |
| 2021-09-30 | 83522000 |
| 2021-12-31 | 98054000 |
| 2022-03-31 | 101492000 |
| 2022-06-30 | 94612000 |
| 2022-09-30 | 91633000 |
| 2022-12-31 | 97026668 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q4 2022 | Reduced | 1,160,606 | -8,030 (-0.7%) | 28.78% | $97,026,668 | 2023-01-20 | |
| Q3 2022 | Reduced | 1,168,636 | -52,797 (-4.3%) | 28.88% | $91,633,000 | 2022-10-21 | |
| Q2 2022 | Added | 1,221,433 | +23,327 (1.9%) | 29.27% | $94,612,000 | 2022-07-19 | |
| Q1 2022 | Added | 1,198,106 | +147,831 (14.1%) | 28.22% | $101,492,000 | 2022-04-21 | |
| Q4 2021 | Reduced | 1,050,275 | -13,433 (-1.3%) | 29.63% | $98,054,000 | 2022-02-11 | |
| Q3 2021 | Reduced | 1,063,708 | -340,036 (-24.2%) | 27.14% | $83,522,000 | 2021-10-28 | |
| Q2 2021 | Added | 1,403,744 | +32,879 (2.4%) | 28.12% | $102,866,000 | 2021-07-19 | |
| Q1 2021 | Added | 1,370,865 | +148,382 (12.1%) | 29.11% | $103,651,000 | 2021-04-21 | |
| Q4 2020 | Added | 1,222,483* | +20,515 (1.7%) | 28.22% | $94,315,000 | 2021-01-20 | |
| Q3 2020 | Added | 300,492 | +14,262 (5.0%) | 26.54% | $83,404,000 | 2020-11-06 | |
| Q2 2020 | Added | 286,230 | +6,465 (2.3%) | 24.0% | $68,744,000 | 2020-07-30 | |
| Q1 2020 | Reduced | 279,765 | -1,660 (-0.6%) | 28.01% | $67,317,000 | 2020-05-13 | |
| Q4 2019 | Added | 281,425 | +2,256 (0.8%) | 24.48% | $68,150,000 | 2020-02-12 | |
| Q3 2019 | Added | 279,169 | +725 (0.3%) | 24.88% | $65,044,000 | 2019-11-12 | |
| Q2 2019 | Reduced | 278,444 | -1,615 (-0.6%) | 23.63% | $57,947,000 | 2019-08-14 | |
| Q1 2019 | Reduced | 280,059 | -5,065 (-1.8%) | 23.36% | $54,141,000 | 2019-05-14 | |
| Q4 2018 | New | 285,124 | +285,124 (0.0%) | 24.64% | $49,560,000 | 2019-02-14 |
Who else reported the position
2571 managers reported NEXTERA ENERGY INC COM for Q4 2022.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | Added | 192,398,222 | +3,145,215 | 0.44% | $16,084,491,359 | 39 qtrs |
| BlackRock Inc | Added | 146,414,745 | +3,289,041 | 0.38% | $12,240,272,717 | 39 qtrs |
| STATE STREET CORPORATION | Reduced | 113,283,975 | -1,079,106 | 0.56% | $9,470,540,310 | 39 qtrs |
| JPMorgan Chase & Co | Added | 68,722,896 | +5,996,497 | 0.76% | $5,745,236,000 | 39 qtrs |
| MORGAN STANLEY | Added | 46,131,565 | +7,797,931 | 0.44% | $3,856,598,988 | 39 qtrs |
| Bank of America Corporation | Added | 45,657,606 | +951,962 | 0.43% | $3,816,975,861 | 39 qtrs |
| FMR LLC | Reduced | 36,738,450 | -5,525,531 | 0.31% | $3,071,334,409 | 39 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 34,484,037 | +1,088,358 | 0.4% | $2,876,743,000 | 39 qtrs |
| NORGES BANK | Added | 33,191,923 | +100,256 | 0.67% | $2,774,844,763 | 39 qtrs |
| WELLS FARGO & COMPANY MN | Added | 26,183,242 | +285,491 | 0.66% | $2,188,919,049 | 39 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2022
- Filed
- January 20, 2023
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 1,160,606
- Shared
- 0
- None
- 0
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.