SEC 13F Intelligence

Bartlett & Co. LLC / NEE

Bartlett & Co. LLC’s Nextera Energy Inc Position

Does Bartlett & Co. LLC own Nextera Energy Inc (NEE)? Yes892.0K shares worth $54M (+0.88% of its 13F portfolio) as of Q4 2023, down from 972.7K shares the prior filed quarter.

Position Value
$54M
Q4 2023
Shares
892.0K
% of Portfolio
+0.88%
Quarters Held
18
currently held

Position History NEE

Reported value by quarter
Q1 ’19: $741,000Q1 ’19Q2 ’19: $775,000Q3 ’19: $10MQ1 ’20: $37MQ1 ’20Q2 ’20: $45MQ3 ’20: $54MQ4 ’20: $62MQ4 ’20Q1 ’21: $63MQ2 ’21: $63MQ3 ’21: $69MQ3 ’21Q1 ’22: $76MQ2 ’22: $70MQ3 ’22: $70MQ3 ’22Q4 ’22: $75MQ1 ’23: $71MQ2 ’23: $71MQ2 ’23Q3 ’23: $56MQ4 ’23: $54Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023892.0K$54M+0.88%
Q3 2023972.7K$56M+1.00%
Q2 2023955.0K$71M+1.23%
Q1 2023923.7K$71M+1.38%
Q4 2022897.6K$75M+1.51%
Q3 2022891.2K$70M+1.50%
Q2 2022902.7K$70M+1.42%
Q1 2022895.3K$76M+1.33%
Q3 2021872.6K$69M+1.31%
Q2 2021864.9K$63M+1.21%
Q1 2021837.5K$63M+1.27%
Q4 2020807.1K$62M+1.33%
Q3 2020195.9K$54M+1.28%
Q2 2020188.6K$45M+1.18%
Q1 2020154.9K$37M+1.14%
Q3 201943.2K$10M+0.26%
Q2 20193.8K$775,000+0.03%
Q1 20193.8K$741,000+0.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bartlett & Co. LLC’s full portfolio or all institutional holders of NEE.