Sadoff Investment Management’s NextEra Energy NEE Stock Holding History

Sadoff Investment 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	–	Sell	-2,390	Closed	-$202K	–	95
2022 Q1	$202K	Sell	2,390 -64	-3%	-$5.13K	0.01%	100
2021 Q4	$229K	Sell	2,454 -170	-6%	-$14.7K	0.01%	94
2021 Q3	$206K	Sell	2,624 -1,200	-31%	-$96.8K	0.01%	93
2021 Q2	$280K	Hold	3,824	–	–	0.02%	83
2021 Q1	$289K	Buy	+3,824	New	+$298K	0.02%	84
2020 Q4	–	Sell	-3,760	Closed	-$261K	–	92
2020 Q3	$261K	Hold	3,760	–	–	0.02%	82
2020 Q2	$226K	Hold	3,760	–	–	0.02%	85
2020 Q1	$226K	Hold	3,760	–	–	0.03%	79
2019 Q4	$228K	Hold	3,760	–	–	0.02%	90
2019 Q3	$219K	Buy	+3,760	New	+$203K	0.02%	82

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

Sadoff Investment Management's NEE Position: Q2 2022 in Review

Sadoff Investment Management sold out of NextEra Energy (NEE) in Q2 2022, closing a stake of 2,390 shares — an estimated $202K sold.

Sadoff Investment Management first reported a position in NEE in Q3 2019 and held it in 10 quarters. The position peaked at $289K in Q1 2021. 2,311 funds tracked by Wall St. Rank hold NEE as of Q2 2022.

Sadoff Investment Management reported no remaining NextEra Energy position as of Q2 2022 after selling out during the quarter.
Sadoff Investment Management sold 2,390 NextEra Energy shares in Q2 2022, an estimated $202K.
Sadoff Investment Management first reported a position in NextEra Energy in Q3 2019 and held it in 10 quarters.
Sadoff Investment Management's NextEra Energy position peaked at $289K in Q1 2021.
2,311 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2022.

Based on Sadoff Investment Management's 13F filing for Q2 2022, filed 5 Aug 2022.