AlphaSimPlex Group’s NextEra Energy NEE Stock Holding History

AlphaSimPlex Group’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	-4,692	Closed	-$344K	–	249
2021 Q2	$344K	Hold	4,692	–	–	0.17%	208
2021 Q1	$355K	Hold	4,692	–	–	0.15%	227
2020 Q4	$362K	Buy	4,692 +788	+20%	+$58.9K	0.13%	250
2020 Q3	$271K	Hold	3,904	–	–	0.12%	261
2020 Q2	$234K	Buy	+3,904	New	+$234K	0.18%	225
2020 Q1	–	Sell	-7,504	Closed	-$454K	–	196
2019 Q4	$454K	Sell	7,504 -588	-7%	-$34.3K	0.17%	167
2019 Q3	$471K	Sell	8,092 -3,796	-32%	-$205K	0.18%	164
2019 Q2	$609K	Buy	11,888 +3,592	+43%	+$177K	0.19%	158
2019 Q1	$401K	Buy	+8,296	New	+$379K	0.14%	182

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

AlphaSimPlex Group's NEE Position: Q3 2021 in Review

AlphaSimPlex Group sold out of NextEra Energy (NEE) in Q3 2021, closing a stake of 4,692 shares — an estimated $344K sold.

AlphaSimPlex Group first reported a position in NEE in Q1 2019 and held it in 9 quarters. The position peaked at $609K in Q2 2019. 2,154 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

AlphaSimPlex Group reported no remaining NextEra Energy position as of Q3 2021 after selling out during the quarter.
AlphaSimPlex Group sold 4,692 NextEra Energy shares in Q3 2021, an estimated $344K.
AlphaSimPlex Group first reported a position in NextEra Energy in Q1 2019 and held it in 9 quarters.
AlphaSimPlex Group's NextEra Energy position peaked at $609K in Q2 2019.
2,154 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on AlphaSimPlex Group's 13F filing for Q3 2021, filed 15 Nov 2021.