Breiter Capital Management’s NextEra Energy NEE Stock Holding History

Breiter 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
2022 Q1	$799K	Hold	9,430	–	–	0.39%	65
2021 Q4	$880K	Hold	9,430	–	–	0.43%	61
2021 Q3	$740K	Hold	9,430	–	–	0.42%	63
2021 Q2	$691K	Buy	+9,430	New	+$708K	0.37%	67
2021 Q1	–	Sell	-9,930	Closed	-$766K	–	95
2020 Q4	$766K	Sell	9,930 -2	-0%	-$150	0.53%	57
2020 Q3	$689K	Buy	9,932 +28	+0.3%	+$1.93K	0.56%	57
2020 Q2	$595K	Sell	9,904 -1,500	-13%	-$89.8K	0.55%	56
2020 Q1	$686K	Hold	11,404	–	–	0.81%	49
2019 Q4	$690K	Hold	11,404	–	–	0.75%	47
2019 Q3	$664K	Hold	11,404	–	–	0.87%	42
2019 Q2	$584K	Buy	11,404 +24	+0.2%	+$1.18K	0.78%	41
2019 Q1	$465K	Sell	11,380 -24	-0.2%	-$1.1K	0.62%	57
2018 Q4	$495K	Sell	11,404 -40	-0.3%	-$1.75K	1%	37
2018 Q3	$479K	Hold	11,444	–	–	0.61%	60
2018 Q2	$478K	Buy	11,444 +64	+0.6%	+$2.58K	0.67%	58
2018 Q1	$465K	Sell	11,380 -160	-1%	-$6.17K	0.63%	57
2017 Q4	$451K	Buy	+11,540	New	+$446K	0.65%	57

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

Breiter Capital Management's NEE Position: Q1 2022 in Review

Breiter Capital Management held its NextEra Energy (NEE) position steady in Q1 2022 at 9,430 shares worth $799K. The position accounts for 0.39% of the portfolio, ranked #65.

Breiter Capital Management first reported a position in NEE in Q4 2017 and has held it in 17 quarters since. The position peaked at $880K in Q4 2021. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Breiter Capital Management held 9,430 shares of NextEra Energy worth $799K as of Q1 2022.
Breiter Capital Management left its NextEra Energy share count unchanged in Q1 2022.
NextEra Energy made up 0.39% of Breiter Capital Management's portfolio in Q1 2022, its #65 holding.
Breiter Capital Management first reported a position in NextEra Energy in Q4 2017 and has held it in 17 quarters since.
Breiter Capital Management's NextEra Energy position peaked at $880K in Q4 2021.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Breiter Capital Management's 13F filing for Q1 2022, filed 11 May 2022.