ARS Wealth Advisors’s NextEra Energy NEE Stock Holding History

ARS Wealth 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	$653K	Buy	8,907 +3	+0%	+$225	0.12%	69
2021 Q1	$673K	Sell	8,904 -240	-3%	-$18.7K	0.15%	59
2020 Q4	$705K	Buy	9,144 +424	+5%	+$31.7K	0.15%	56
2020 Q3	$605K	Buy	8,720 +212	+2%	+$14.6K	0.17%	56
2020 Q2	$511K	Buy	8,508 +28	+0.3%	+$1.68K	0.16%	60
2020 Q1	$510K	Sell	8,480 -472	-5%	-$29.7K	0.21%	53
2019 Q4	$542K	Sell	8,952 -196	-2%	-$11.4K	0.16%	61
2019 Q3	$533K	Sell	9,148 -96	-1%	-$5.2K	0.17%	60
2019 Q2	$473K	Buy	9,244 +1,908	+26%	+$93.9K	0.15%	65
2019 Q1	$355K	Buy	7,336 +228	+3%	+$10.4K	0.11%	80
2018 Q4	$309K	Buy	7,108 +4	+0.1%	+$175	0.11%	81
2018 Q3	$298K	Sell	7,104 -552	-7%	-$23.5K	0.1%	89
2018 Q2	$320K	Sell	7,656 -11,360	-60%	-$459K	0.12%	81
2018 Q1	$776K	Buy	19,016 +7,188	+61%	+$277K	0.29%	50
2017 Q4	$462K	Sell	11,828 -24	-0.2%	-$927	0.17%	75
2017 Q3	$434K	Buy	11,852 +232	+2%	+$8.5K	0.17%	77
2017 Q2	$407K	Hold	11,620	–	–	0.16%	75
2017 Q1	$373K	Buy	+11,620	New	+$365K	0.16%	74

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

ARS Wealth Advisors's NEE Position: Q2 2021 in Review

ARS Wealth Advisors increased its NextEra Energy (NEE) stake by 0.03% in Q2 2021, buying an estimated $225 and bringing the position to 8,907 shares worth $653K. The position accounts for 0.12% of the portfolio, ranked #69.

ARS Wealth Advisors first reported a position in NEE in Q1 2017 and has held it in 18 quarters since. The position peaked at $776K in Q1 2018. 2,145 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

ARS Wealth Advisors held 8,907 shares of NextEra Energy worth $653K as of Q2 2021.
ARS Wealth Advisors bought 3 NextEra Energy shares in Q2 2021, an estimated $225.
NextEra Energy made up 0.12% of ARS Wealth Advisors's portfolio in Q2 2021, its #69 holding.
ARS Wealth Advisors first reported a position in NextEra Energy in Q1 2017 and has held it in 18 quarters since.
ARS Wealth Advisors's NextEra Energy position peaked at $776K in Q1 2018.
2,145 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.