Braun-Bostich & Associates’s NextEra Energy NEE Stock Holding History

Braun-Bostich & 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 Q1	–	Sell	-4,299	Closed	-$355K	–	121
2021 Q4	$355K	Buy	+4,299	New	+$372K	0.08%	74
2020 Q4	–	Sell	-5,120	Closed	-$355K	–	159
2020 Q3	$355K	Sell	5,120 -4,384	-46%	-$303K	0.35%	38
2020 Q2	$571K	Buy	9,504 +52	+0.6%	+$3.11K	0.56%	27
2020 Q1	$516K	Sell	9,452 -1,244	-12%	-$78.2K	0.66%	28
2019 Q4	$638K	Buy	10,696 +1,476	+16%	+$86.2K	0.63%	30
2019 Q3	$537K	Buy	9,220 +916	+11%	+$49.6K	0.62%	28
2019 Q2	$425K	Buy	8,304 +1,276	+18%	+$62.8K	0.44%	40
2019 Q1	$340K	Buy	7,028 +1,380	+24%	+$63.1K	0.35%	73
2018 Q4	$245K	Buy	5,648 +404	+8%	+$17.7K	0.26%	92
2018 Q3	$220K	Buy	5,244 +1,784	+52%	+$75.9K	0.21%	96
2018 Q2	$144K	Buy	3,460 +2,876	+492%	+$116K	0.14%	107
2018 Q1	$24K	Buy	+584	New	+$22.5K	0.02%	209

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

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

Braun-Bostich & Associates's NEE Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 4,299 shares — an estimated $355K sold.

Braun-Bostich & Associates first reported a position in NEE in Q1 2018 and held it in 12 quarters. The position peaked at $638K in Q4 2019. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Braun-Bostich & Associates reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
Braun-Bostich & Associates sold 4,299 NextEra Energy shares in Q1 2022, an estimated $355K.
Braun-Bostich & Associates first reported a position in NextEra Energy in Q1 2018 and held it in 12 quarters.
Braun-Bostich & Associates's NextEra Energy position peaked at $638K in Q4 2019.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.