Allegiant Private Advisors’s NextEra Energy NEE Stock Holding History

Allegiant Private Advisors’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 Q2	$1.93M	Buy	26,319 +8,571	+48%	+$643K	0.31%	59
2021 Q1	$1.34M	Buy	17,748 +9,156	+107%	+$715K	0.24%	62
2020 Q4	$663K	Buy	+8,592	New	+$643K	0.14%	81

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

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

Allegiant Private Advisors's NEE Position: Q2 2021 in Review

Allegiant Private Advisors increased its NextEra Energy (NEE) stake by 48% in Q2 2021, buying an estimated $643K and bringing the position to 26,319 shares worth $1.93M. The position accounts for 0.31% of the portfolio, ranked #59.

Allegiant Private Advisors first reported a position in NEE in Q4 2020 and has held it in 3 quarters since. 2,144 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

Allegiant Private Advisors held 26,319 shares of NextEra Energy worth $1.93M as of Q2 2021.
Allegiant Private Advisors bought 8,571 NextEra Energy shares in Q2 2021, an estimated $643K.
NextEra Energy made up 0.31% of Allegiant Private Advisors's portfolio in Q2 2021, its #59 holding.
Allegiant Private Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 3 quarters since.
2,144 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on Allegiant Private Advisors's 13F filing for Q2 2021, filed 7 Jul 2021.