1776 Wealth’s NextEra Energy NEE Stock Holding History

1776 Wealth’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
2020 Q2	–	Sell	-168	Closed	-$10K	–	356
2020 Q1	$10K	Hold	168	–	–	﹤0.01%	309
2019 Q4	$10K	Buy	+168	New	+$9.81K	0.01%	278

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Norges Bank Oslo, Norway $935B AUM

1776 Wealth's NEE Position: Q2 2020 in Review

1776 Wealth sold out of NextEra Energy (NEE) in Q2 2020, closing a stake of 168 shares — an estimated $10K sold.

1776 Wealth first reported a position in NEE in Q4 2019 and held it in 2 quarters. The position peaked at $10K in Q1 2020. 1,841 funds tracked by Wall St. Rank hold NEE as of Q2 2020.

1776 Wealth reported no remaining NextEra Energy position as of Q2 2020 after selling out during the quarter.
1776 Wealth sold 168 NextEra Energy shares in Q2 2020, an estimated $10K.
1776 Wealth first reported a position in NextEra Energy in Q4 2019 and held it in 2 quarters.
1776 Wealth's NextEra Energy position peaked at $10K in Q1 2020.
1,841 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2020.

Based on 1776 Wealth's 13F filing for Q2 2020, filed 4 Aug 2020.