Freedman Financial Associates’s NextEra Energy NEE Stock Holding History

Freedman Financial 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 Q2	–	Sell	-1,500	Closed	-$128K	–	276
2022 Q1	$128K	Hold	1,500	–	–	0.09%	105
2021 Q4	$140K	Hold	1,500	–	–	0.1%	98
2021 Q3	$118K	Hold	1,500	–	–	0.09%	102
2021 Q2	$110K	Hold	1,500	–	–	0.08%	102
2021 Q1	$113K	Hold	1,500	–	–	0.09%	97
2020 Q4	$116K	Buy	+1,500	New	+$112K	0.1%	85

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

Freedman Financial Associates's NEE Position: Q2 2022 in Review

Freedman Financial Associates sold out of NextEra Energy (NEE) in Q2 2022, closing a stake of 1,500 shares — an estimated $128K sold.

Freedman Financial Associates first reported a position in NEE in Q4 2020 and held it in 6 quarters. The position peaked at $140K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Freedman Financial Associates reported no remaining NextEra Energy position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 1,500 NextEra Energy shares in Q2 2022, an estimated $128K.
Freedman Financial Associates first reported a position in NextEra Energy in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's NextEra Energy position peaked at $140K in Q4 2021.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.