Berman Capital Advisors’s NextEra Energy NEE Stock Holding History

Berman Capital 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
2021 Q3	$731K	Buy	9,323 +1,876	+25%	+$151K	0.12%	97
2021 Q2	$545K	Buy	7,447 +2,218	+42%	+$166K	0.09%	108
2021 Q1	$394K	Buy	5,229 +1,082	+26%	+$84.4K	0.08%	115
2020 Q4	$319K	Buy	4,147 +383	+10%	+$28.6K	0.08%	118
2020 Q3	$261K	Buy	3,764 +20	+0.5%	+$1.38K	0.07%	124
2020 Q2	$224K	Buy	3,744 +532	+17%	+$31.8K	0.06%	132
2020 Q1	$191K	Buy	3,212 +736	+30%	+$46.3K	0.06%	123
2019 Q4	$149K	Buy	2,476 +212	+9%	+$12.4K	0.04%	171
2019 Q3	$131K	Sell	2,264 -144	-6%	-$7.79K	0.04%	179
2019 Q2	$122K	Buy	2,408 +308	+15%	+$15.2K	0.04%	183
2019 Q1	$101K	Buy	2,100 +308	+17%	+$14.1K	0.03%	194
2018 Q4	$77K	Buy	+1,792	New	+$78.4K	0.03%	208

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berman Capital Advisors's NEE Position: Q3 2021 in Review

Berman Capital Advisors increased its NextEra Energy (NEE) stake by 25% in Q3 2021, buying an estimated $151K and bringing the position to 9,323 shares worth $731K. The position accounts for 0.12% of the portfolio, ranked #97.

Berman Capital Advisors first reported a position in NEE in Q4 2018 and has held it in 12 quarters since. 2,155 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

Berman Capital Advisors held 9,323 shares of NextEra Energy worth $731K as of Q3 2021.
Berman Capital Advisors bought 1,876 NextEra Energy shares in Q3 2021, an estimated $151K.
NextEra Energy made up 0.12% of Berman Capital Advisors's portfolio in Q3 2021, its #97 holding.
Berman Capital Advisors first reported a position in NextEra Energy in Q4 2018 and has held it in 12 quarters since.
2,155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.