Bingham Osborn & Scarborough’s NextEra Energy NEE Stock Holding History

Bingham Osborn & Scarborough’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 Q4	–	Sell	-6,787	Closed	-$533K	–	98
2021 Q3	$533K	Buy	6,787 +160	+2%	+$12.9K	0.04%	84
2021 Q2	$486K	Buy	6,627 +267	+4%	+$20K	0.03%	93
2021 Q1	$481K	Sell	6,360 -1,027	-14%	-$80.2K	0.04%	78
2020 Q4	$570K	Buy	7,387 +1,559	+27%	+$117K	0.05%	63
2020 Q3	$404K	Buy	5,828 +300	+5%	+$20.7K	0.03%	105
2020 Q2	$332K	Sell	5,528 -256	-4%	-$15.3K	0.03%	112
2020 Q1	$348K	Hold	5,784	–	–	0.03%	101
2019 Q4	$350K	Buy	5,784 +256	+5%	+$14.9K	0.03%	114
2019 Q3	$322K	Buy	5,528 +264	+5%	+$14.3K	0.03%	110
2019 Q2	$270K	Buy	5,264 +24	+0.5%	+$1.18K	0.02%	120
2019 Q1	$253K	Sell	5,240 -144	-3%	-$6.58K	0.02%	126
2018 Q4	$234K	Sell	5,384 -820	-13%	-$35.9K	0.02%	123
2018 Q3	$260K	Buy	6,204 +20	+0.3%	+$851	0.02%	123
2018 Q2	$258K	Buy	6,184 +488	+9%	+$19.7K	0.02%	120
2018 Q1	$233K	Hold	5,696	–	–	0.02%	127
2017 Q4	$222K	Buy	+5,696	New	+$220K	0.02%	119

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bingham Osborn & Scarborough's NEE Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of NextEra Energy (NEE) in Q4 2021, closing a stake of 6,787 shares — an estimated $533K sold.

Bingham Osborn & Scarborough first reported a position in NEE in Q4 2017 and held it in 16 quarters. The position peaked at $570K in Q4 2020. 2,391 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

Bingham Osborn & Scarborough reported no remaining NextEra Energy position as of Q4 2021 after selling out during the quarter.
Bingham Osborn & Scarborough sold 6,787 NextEra Energy shares in Q4 2021, an estimated $533K.
Bingham Osborn & Scarborough first reported a position in NextEra Energy in Q4 2017 and held it in 16 quarters.
Bingham Osborn & Scarborough's NextEra Energy position peaked at $570K in Q4 2020.
2,391 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.