Arbor Wealth Management’s NextEra Energy NEE Stock Holding History

Arbor 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	$2.2M	Buy	23,559 +1,602	+7%	+$138K	0.48%	24
2021 Q3	$1.72M	Sell	21,957 -1,509	-6%	-$122K	0.41%	26
2021 Q2	$1.72M	Buy	23,466 +1,201	+5%	+$90.1K	0.42%	26
2021 Q1	$1.68M	Buy	22,265 +431	+2%	+$33.6K	0.5%	25
2020 Q4	$1.68M	Sell	21,834 -2	-0%	-$150	0.63%	26
2020 Q3	$1.51M	Sell	21,836 -136	-0.6%	-$9.39K	0.6%	27
2020 Q2	$1.32M	Sell	21,972 -696	-3%	-$41.7K	0.62%	28
2020 Q1	$1.36M	Hold	22,668	–	–	0.87%	24
2019 Q4	$1.37M	Buy	22,668 +10,296	+83%	+$601K	0.57%	39
2019 Q3	$721K	Buy	12,372 +4	+0%	+$216	0.37%	39
2019 Q2	$634K	Buy	12,368 +380	+3%	+$18.7K	0.34%	39
2019 Q1	$579K	Buy	11,988 +6,444	+116%	+$295K	0.35%	43
2018 Q4	$241K	Buy	+5,544	New	+$242K	0.21%	44

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

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

Arbor Wealth Management increased its NextEra Energy (NEE) stake by 7.3% in Q4 2021, buying an estimated $138K and bringing the position to 23,559 shares worth $2.2M. The position accounts for 0.48% of the portfolio, ranked #24.

Arbor Wealth Management first reported a position in NEE in Q4 2018 and has held it in 13 quarters since. 2,392 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

Arbor Wealth Management held 23,559 shares of NextEra Energy worth $2.2M as of Q4 2021.
Arbor Wealth Management bought 1,602 NextEra Energy shares in Q4 2021, an estimated $138K.
NextEra Energy made up 0.48% of Arbor Wealth Management's portfolio in Q4 2021, its #24 holding.
Arbor Wealth Management first reported a position in NextEra Energy in Q4 2018 and has held it in 13 quarters since.
2,392 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on Arbor Wealth Management's 13F filing for Q4 2021, filed 25 Jan 2022.