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Sullivan, Bruyette, Speros & Blaney’s NextEra Energy NEE Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q1 		$1.17M Buy
15,533
+485
+3% +$37.9K 0.05% 103
2020
Q4 		$1.16M Buy
15,048
+668
+5% +$50K 0.05% 101
2020
Q3 		$998K Buy
14,380
+740
+5% +$51.1K 0.06% 98
2020
Q2 		$819K Sell
13,640
-1,700
-11% -$102K 0.05% 102
2020
Q1 		$923K Buy
15,340
+356
+2% +$22.4K 0.06% 84
2019
Q4 		$907K Sell
14,984
-460
-3% -$26.9K 0.05% 95
2019
Q3 		$899K Buy
15,444
+16
+0.1% +$866 0.05% 93
2019
Q2 		$790K Buy
15,428
+1,292
+9% +$63.6K 0.05% 93
2019
Q1 		$683K Buy
14,136
+344
+2% +$15.7K 0.04% 97
2018
Q4 		$599K Buy
13,792
+396
+3% +$17.3K 0.04% 97
2018
Q3 		$561K Buy
13,396
+12
+0.1% +$511 0.05% 87
2018
Q2 		$559K Buy
13,384
+12
+0.1% +$485 0.05% 82
2018
Q1 		$546K Sell
13,372
-148
-1% -$5.71K 0.05% 80
2017
Q4 		$528K Buy
13,520
+540
+4% +$20.8K 0.05% 88
2017
Q3 		$476K Buy
12,980
+1,348
+12% +$49.4K 0.05% 93
2017
Q2 		$407K Buy
11,632
+552
+5% +$18.9K 0.04% 98
2017
Q1 		$356K Sell
11,080
-224
-2% -$7.04K 0.04% 103
2016
Q4 		$338K Sell
11,304
-92
-0.8% -$2.75K 0.03% 102
2016
Q3 		$349K Buy
11,396
+12
+0.1% +$378 0.04% 96
2016
Q2 		$371K Buy
+11,384
New +$342K 0.04% 91

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sullivan, Bruyette, Speros & Blaney's NEE Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its NextEra Energy (NEE) stake by 3.2% in Q1 2021, buying an estimated $37.9K and bringing the position to 15,533 shares worth $1.17M. The position accounts for 0.05% of the portfolio, ranked #103.

Sullivan, Bruyette, Speros & Blaney first reported a position in NEE in Q2 2016 and has held it in 20 quarters since. 2,149 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 15,533 shares of NextEra Energy worth $1.17M as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney bought 485 NextEra Energy shares in Q1 2021, an estimated $37.9K.
  • NextEra Energy made up 0.05% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #103 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in NextEra Energy in Q2 2016 and has held it in 20 quarters since.
  • 2,149 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.