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Bivin & Associates’s NextEra Energy NEE Stock Holding History

Bivin & Associates’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
2022
Q2 		$921K Sell
11,891
-937
-7% -$71.3K 0.99% 27
2022
Q1 		$1.09M Buy
12,828
+980
+8% +$78.5K 0.99% 30
2021
Q4 		$1.11M Buy
+11,848
New +$1.02M 0.97% 32

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bivin & Associates's NEE Position: Q2 2022 in Review

Bivin & Associates reduced its NextEra Energy (NEE) stake by 7.3% in Q2 2022, selling an estimated $71.3K and leaving 11,891 shares worth $921K. The position accounts for 0.99% of the portfolio, ranked #27.

Bivin & Associates first reported a position in NEE in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.11M in Q4 2021. 2,312 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

  • Bivin & Associates held 11,891 shares of NextEra Energy worth $921K as of Q2 2022.
  • Bivin & Associates sold 937 NextEra Energy shares in Q2 2022, an estimated $71.3K.
  • NextEra Energy made up 0.99% of Bivin & Associates's portfolio in Q2 2022, its #27 holding.
  • Bivin & Associates first reported a position in NextEra Energy in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's NextEra Energy position peaked at $1.11M in Q4 2021.
  • 2,312 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.