Burleson & Co’s NextEra Energy NEE Stock Holding History

Burleson & Co’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 Q4	$1.81M	Buy	21,665 +17,368	+404%	+$1.4M	0.45%	61
2022 Q3	$337K	Buy	4,297 +2,248	+110%	+$191K	0.07%	108
2022 Q2	$159K	Sell	2,049 -1	-0%	-$76	0.03%	130
2022 Q1	$174K	Buy	2,050 +5	+0.2%	+$401	0.03%	141
2021 Q4	$191K	Buy	2,045 +4	+0.2%	+$346	0.03%	141
2021 Q3	$160K	Sell	2,041 -7	-0.3%	-$565	0.02%	142
2021 Q2	$150K	Buy	2,048 +10	+0.5%	+$750	0.02%	149
2021 Q1	$154K	Buy	+2,038	New	+$159K	0.03%	141

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Burleson & Co's NEE Position: Q4 2022 in Review

Burleson & Co increased its NextEra Energy (NEE) stake by 404% in Q4 2022, buying an estimated $1.4M and bringing the position to 21,665 shares worth $1.81M. The position accounts for 0.45% of the portfolio, ranked #61.

Burleson & Co first reported a position in NEE in Q1 2021 and has held it in 8 quarters since. 2,472 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Burleson & Co held 21,665 shares of NextEra Energy worth $1.81M as of Q4 2022.
Burleson & Co bought 17,368 NextEra Energy shares in Q4 2022, an estimated $1.4M.
NextEra Energy made up 0.45% of Burleson & Co's portfolio in Q4 2022, its #61 holding.
Burleson & Co first reported a position in NextEra Energy in Q1 2021 and has held it in 8 quarters since.
2,472 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.