Bruderman Asset Management’s NextEra Energy NEE Stock Holding History

Bruderman Asset 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 Q2	$2.12M	Sell	27,427 -770	-3%	-$58.6K	3.81%	3
2022 Q1	$2.39M	Sell	28,197 -32,469	-54%	-$2.6M	3.6%	4
2021 Q4	$5.66M	Sell	60,666 -158,594	-72%	-$13.7M	4.33%	2
2021 Q3	$17.2M	Buy	219,260 +2,240	+1%	+$181K	4.33%	1
2021 Q2	$15.9M	Buy	217,020 +3,207	+1%	+$241K	4.93%	1
2021 Q1	$16.2M	Buy	213,813 +5,555	+3%	+$434K	4.49%	1
2020 Q4	$16.1M	Buy	208,258 +7,234	+4%	+$541K	4.67%	1
2020 Q3	$13.9M	Sell	201,024 -11,576	-5%	-$799K	4.58%	2
2020 Q2	$13.1M	Buy	212,600 +55,904	+36%	+$3.35M	4.33%	2
2020 Q1	$8.55M	Buy	156,696 +1,572	+1%	+$98.8K	3.39%	4
2019 Q4	$9.25M	Sell	155,124 -3,160	-2%	-$184K	2.89%	8
2019 Q3	$8.79M	Sell	158,284 -11,552	-7%	-$625K	2.22%	12
2019 Q2	$8.7M	Buy	169,836 +102,208	+151%	+$5.03M	2.05%	13
2019 Q1	$3.27M	Buy	67,628 +108	+0.2%	+$4.94K	0.72%	44
2018 Q4	$2.93M	Sell	67,520 -3,212	-5%	-$140K	0.76%	41
2018 Q3	$2.96M	Buy	+70,732	New	+$3.01M	0.68%	53
2017 Q3	–	Sell	-400	Closed	-$14K	–	247
2017 Q2	$14K	Buy	+400	New	+$13.7K	﹤0.01%	290

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bruderman Asset Management's NEE Position: Q2 2022 in Review

Bruderman Asset Management reduced its NextEra Energy (NEE) stake by 2.7% in Q2 2022, selling an estimated $58.6K and leaving 27,427 shares worth $2.12M. The position accounts for 3.81% of the portfolio, ranked #3.

Bruderman Asset Management first reported a position in NEE in Q2 2017 and has held it in 17 quarters since. The position peaked at $17.2M in Q3 2021. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Bruderman Asset Management held 27,427 shares of NextEra Energy worth $2.12M as of Q2 2022.
Bruderman Asset Management sold 770 NextEra Energy shares in Q2 2022, an estimated $58.6K.
NextEra Energy made up 3.81% of Bruderman Asset Management's portfolio in Q2 2022, its #3 holding.
Bruderman Asset Management first reported a position in NextEra Energy in Q2 2017 and has held it in 17 quarters since.
Bruderman Asset Management's NextEra Energy position peaked at $17.2M in Q3 2021.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.