Brewin Dolphin Wealth Management’s NextEra Energy NEE Stock Holding History

Brewin Dolphin Wealth 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
2021 Q4	–	Sell	-415	Closed	-$32.6K	–	332
2021 Q3	$32.6K	Hold	415	–	–	﹤0.01%	230
2021 Q2	$30.4K	Sell	415 -181	-30%	-$13.6K	﹤0.01%	232
2021 Q1	$45.1K	Buy	+596	New	+$46.5K	0.01%	188

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

Brewin Dolphin Wealth Management's NEE Position: Q4 2021 in Review

Brewin Dolphin Wealth Management sold out of NextEra Energy (NEE) in Q4 2021, closing a stake of 415 shares — an estimated $32.6K sold.

Brewin Dolphin Wealth Management first reported a position in NEE in Q1 2021 and held it in 3 quarters. The position peaked at $45.1K in Q1 2021. 2,391 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

Brewin Dolphin Wealth Management reported no remaining NextEra Energy position as of Q4 2021 after selling out during the quarter.
Brewin Dolphin Wealth Management sold 415 NextEra Energy shares in Q4 2021, an estimated $32.6K.
Brewin Dolphin Wealth Management first reported a position in NextEra Energy in Q1 2021 and held it in 3 quarters.
Brewin Dolphin Wealth Management's NextEra Energy position peaked at $45.1K in Q1 2021.
2,391 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on Brewin Dolphin Wealth Management's 13F filing for Q4 2021, filed 14 Nov 2022.