Bel Air Investment Advisors’s NextEra Energy NEE Stock Holding History

Bel Air Investment 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	$270K	Sell	3,679 -13,750	-79%	-$1.03M	0.01%	328
2021 Q1	$1.32M	Buy	+17,429	New	+$1.36M	0.04%	173

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

Bel Air Investment Advisors's NEE Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its NextEra Energy (NEE) stake by 79% in Q2 2021, selling an estimated $1.03M and leaving 3,679 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #328.

Bel Air Investment Advisors first reported a position in NEE in Q1 2021 and has held it in 2 quarters since. The position peaked at $1.32M in Q1 2021. 2,144 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

Bel Air Investment Advisors held 3,679 shares of NextEra Energy worth $270K as of Q2 2021.
Bel Air Investment Advisors sold 13,750 NextEra Energy shares in Q2 2021, an estimated $1.03M.
NextEra Energy made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #328 holding.
Bel Air Investment Advisors first reported a position in NextEra Energy in Q1 2021 and has held it in 2 quarters since.
Bel Air Investment Advisors's NextEra Energy position peaked at $1.32M in Q1 2021.
2,144 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.