Argent Wealth Management’s NextEra Energy NEE Stock Holding History

Argent 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
2020 Q2	$495K	Buy	6,960 +40	+0.6%	+$2.39K	0.08%	111
2020 Q1	$406K	Sell	6,920 -260	-4%	-$16.3K	0.08%	113
2019 Q4	$435K	Buy	+7,180	New	+$419K	0.07%	128

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Argent Wealth Management's NEE Position: Q2 2020 in Review

Argent Wealth Management increased its NextEra Energy (NEE) stake by 0.58% in Q2 2020, buying an estimated $2.39K and bringing the position to 6,960 shares worth $495K. The position accounts for 0.08% of the portfolio, ranked #111.

Argent Wealth Management first reported a position in NEE in Q4 2019 and has held it in 3 quarters since. 1,841 funds tracked by Wall St. Rank hold NEE as of Q2 2020.

Argent Wealth Management held 6,960 shares of NextEra Energy worth $495K as of Q2 2020.
Argent Wealth Management bought 40 NextEra Energy shares in Q2 2020, an estimated $2.39K.
NextEra Energy made up 0.08% of Argent Wealth Management's portfolio in Q2 2020, its #111 holding.
Argent Wealth Management first reported a position in NextEra Energy in Q4 2019 and has held it in 3 quarters since.
1,841 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.