Berry Group’s NextEra Energy NEE Stock Holding History

Berry Group’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
2020 Q4	$1.73M	Buy	22,466 +2,470	+12%	+$185K	0.78%	31
2020 Q3	$1.39M	Buy	19,996 +7,352	+58%	+$508K	0.75%	31
2020 Q2	$759K	Buy	12,644 +12	+0.1%	+$718	0.47%	47
2020 Q1	$760K	Sell	12,632 -16,648	-57%	-$1.05M	0.57%	42
2019 Q4	$1.77M	Buy	+29,280	New	+$1.71M	0.96%	31

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Berry Group's NEE Position: Q4 2020 in Review

Berry Group increased its NextEra Energy (NEE) stake by 12% in Q4 2020, buying an estimated $185K and bringing the position to 22,466 shares worth $1.73M. The position accounts for 0.78% of the portfolio, ranked #31.

Berry Group first reported a position in NEE in Q4 2019 and has held it in 5 quarters since. The position peaked at $1.77M in Q4 2019. 2,129 funds tracked by Wall St. Rank hold NEE as of Q4 2020.

Berry Group held 22,466 shares of NextEra Energy worth $1.73M as of Q4 2020.
Berry Group bought 2,470 NextEra Energy shares in Q4 2020, an estimated $185K.
NextEra Energy made up 0.78% of Berry Group's portfolio in Q4 2020, its #31 holding.
Berry Group first reported a position in NextEra Energy in Q4 2019 and has held it in 5 quarters since.
Berry Group's NextEra Energy position peaked at $1.77M in Q4 2019.
2,129 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.