Brainard Capital Management’s NextEra Energy NEE Stock Holding History

Brainard Capital Management’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
2023 Q1	$214K	Buy	+2,773	New	+$213K	0.16%	80

Other funds holding NEE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brainard Capital Management's NEE Position: Q1 2023 in Review

Brainard Capital Management opened a new position in NextEra Energy (NEE) in Q1 2023: 2,773 shares worth $214K. The stake represents 0.16% of the portfolio and ranks #80 among its holdings.

2,408 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

Brainard Capital Management held 2,773 shares of NextEra Energy worth $214K as of Q1 2023.
NextEra Energy was a new Brainard Capital Management position in Q1 2023.
NextEra Energy made up 0.16% of Brainard Capital Management's portfolio in Q1 2023, its #80 holding.
2,408 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.