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Access Financial Services’s NextEra Energy NEE Stock Holding History

Access Financial Services’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 		– Sell
-30,465
Closed -$2.23M – 116
2021
Q2 		$2.23M Buy
30,465
+936
+3% +$70.2K 1.04% 17
2021
Q1 		$2.23M Buy
+29,529
New +$2.3M 1.05% 22

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Access Financial Services's NEE Position: Q3 2021 in Review

Access Financial Services sold out of NextEra Energy (NEE) in Q3 2021, closing a stake of 30,465 shares — an estimated $2.23M sold.

Access Financial Services first reported a position in NEE in Q1 2021 and held it in 2 quarters. The position peaked at $2.23M in Q1 2021. 2,154 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

  • Access Financial Services reported no remaining NextEra Energy position as of Q3 2021 after selling out during the quarter.
  • Access Financial Services sold 30,465 NextEra Energy shares in Q3 2021, an estimated $2.23M.
  • Access Financial Services first reported a position in NextEra Energy in Q1 2021 and held it in 2 quarters.
  • Access Financial Services's NextEra Energy position peaked at $2.23M in Q1 2021.
  • 2,154 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Access Financial Services's 13F filing for Q3 2021, filed 28 Oct 2021.