Landsberg Bennett & Dubbaneh’s NextEra Energy NEE Stock Holding History

Landsberg Bennett & Dubbaneh’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 Q3	$6.7M	Buy	84,538 +9,792	+13%	+$790K	0.85%	25
2021 Q2	$5.54M	Buy	74,746 +2,764	+4%	+$207K	0.72%	33
2021 Q1	$5.45M	Sell	71,982 -5,282	-7%	-$412K	0.78%	26
2020 Q4	$5.96M	Sell	77,264 -748	-1%	-$56K	0.91%	25
2020 Q3	$5.52M	Sell	78,012 -7,496	-9%	-$518K	0.97%	23
2020 Q2	$5.09M	Buy	85,508 +3,476	+4%	+$208K	1.06%	20
2020 Q1	$4.64M	Buy	82,032 +4,088	+5%	+$257K	1.3%	19
2019 Q4	$4.7M	Buy	77,944 +2,892	+4%	+$169K	1.1%	20
2019 Q3	$4.34M	Sell	75,052 -980	-1%	-$53K	1.17%	16
2019 Q2	$3.88M	Sell	76,032 -1,940	-2%	-$95.5K	1.02%	29
2019 Q1	$3.69M	Buy	77,972 +24,104	+45%	+$1.1M	0.87%	31
2018 Q4	$2.34M	Buy	+53,868	New	+$2.36M	0.9%	28

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's NEE Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh increased its NextEra Energy (NEE) stake by 13% in Q3 2021, buying an estimated $790K and bringing the position to 84,538 shares worth $6.7M. The position accounts for 0.85% of the portfolio, ranked #25.

Landsberg Bennett & Dubbaneh first reported a position in NEE in Q4 2018 and has held it in 12 quarters since. 2,155 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

Landsberg Bennett & Dubbaneh held 84,538 shares of NextEra Energy worth $6.7M as of Q3 2021.
Landsberg Bennett & Dubbaneh bought 9,792 NextEra Energy shares in Q3 2021, an estimated $790K.
NextEra Energy made up 0.85% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #25 holding.
Landsberg Bennett & Dubbaneh first reported a position in NextEra Energy in Q4 2018 and has held it in 12 quarters since.
2,155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.