Altavista Wealth Management’s NextEra Energy NEE Stock Holding History

Altavista Wealth Management’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 Q4	$2.19M	Hold	23,472	–	–	0.44%	46
2021 Q3	$1.84M	Buy	23,472 +42	+0.2%	+$3.39K	0.41%	50
2021 Q2	$1.72M	Buy	23,430 +120	+0.5%	+$9.01K	0.37%	52
2021 Q1	$1.76M	Sell	23,310 -1,278	-5%	-$99.7K	0.43%	48
2020 Q4	$1.9M	Hold	24,588	–	–	0.48%	46
2020 Q3	$1.71M	Hold	24,588	–	–	0.47%	50
2020 Q2	$1.48M	Hold	24,588	–	–	0.43%	52
2020 Q1	$1.48M	Buy	24,588 +2,400	+11%	+$151K	0.5%	46
2019 Q4	$1.34M	Buy	22,188 +280	+1%	+$16.3K	0.4%	57
2019 Q3	$1.28M	Sell	21,908 -600	-3%	-$32.5K	0.4%	57
2019 Q2	$1.15M	Sell	22,508 -400	-2%	-$19.7K	0.37%	60
2019 Q1	$1.11M	Sell	22,908 -320	-1%	-$14.6K	0.39%	61
2018 Q4	$1.01M	Sell	23,228 -200	-0.9%	-$8.75K	0.41%	63
2018 Q3	$982K	Sell	23,428 -320	-1%	-$13.6K	0.37%	70
2018 Q2	$992K	Hold	23,748	–	–	0.4%	66
2018 Q1	$970K	Hold	23,748	–	–	0.41%	67
2017 Q4	$927K	Buy	23,748 +16,704	+237%	+$645K	0.39%	67
2017 Q3	$258K	Buy	7,044 +536	+8%	+$19.6K	0.12%	124
2017 Q2	$228K	Hold	6,508	–	–	0.11%	124
2017 Q1	$209K	Buy	+6,508	New	+$205K	0.1%	124
2016 Q3	–	Sell	-7,908	Closed	-$258K	–	128
2016 Q2	$258K	Sell	7,908 -176	-2%	-$5.28K	0.14%	111
2016 Q1	$239K	Hold	8,084	–	–	0.13%	111
2015 Q4	$210K	Buy	+8,084	New	+$205K	0.12%	117
2015 Q2	–	Sell	-8,084	Closed	-$210K	–	111
2015 Q1	$210K	Hold	8,084	–	–	0.13%	103
2014 Q4	$216K	Buy	+8,084	New	+$204K	0.13%	108
2014 Q3	–	Sell	-9,084	Closed	-$233K	–	117
2014 Q2	$233K	Buy	9,084 +400	+5%	+$9.73K	0.15%	109
2014 Q1	$208K	Buy	+8,684	New	+$197K	0.13%	117

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altavista Wealth Management's NEE Position: Q4 2021 in Review

Altavista Wealth Management held its NextEra Energy (NEE) position steady in Q4 2021 at 23,472 shares worth $2.19M. The position accounts for 0.44% of the portfolio, ranked #46.

Altavista Wealth Management first reported a position in NEE in Q1 2014 and has held it in 27 quarters since. 2,392 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

Altavista Wealth Management held 23,472 shares of NextEra Energy worth $2.19M as of Q4 2021.
Altavista Wealth Management left its NextEra Energy share count unchanged in Q4 2021.
NextEra Energy made up 0.44% of Altavista Wealth Management's portfolio in Q4 2021, its #46 holding.
Altavista Wealth Management first reported a position in NextEra Energy in Q1 2014 and has held it in 27 quarters since.
2,392 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.