Bernardo Wealth Planning’s NextEra Energy NEE Stock Holding History

Bernardo Wealth Planning’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 Q1	–	Sell	-11,644	Closed	-$898K	–	120
2020 Q4	$898K	Sell	11,644 -288	-2%	-$21.5K	0.35%	59
2020 Q3	$827K	Buy	11,932 +128	+1%	+$8.84K	0.37%	54
2020 Q2	$708K	Sell	11,804 -232	-2%	-$13.9K	0.38%	52
2020 Q1	$724K	Sell	12,036 -204	-2%	-$12.8K	0.5%	51
2019 Q4	$741K	Sell	12,240 -308	-2%	-$18K	0.45%	48
2019 Q3	$730K	Sell	12,548 -368	-3%	-$19.9K	0.53%	42
2019 Q2	$661K	Sell	12,916 -324	-2%	-$15.9K	0.52%	46
2019 Q1	$640K	Sell	13,240 -96	-0.7%	-$4.39K	0.51%	47
2018 Q4	$580K	Buy	+13,336	New	+$583K	0.51%	46

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bernardo Wealth Planning's NEE Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of NextEra Energy (NEE) in Q1 2021, closing a stake of 11,644 shares — an estimated $898K sold.

Bernardo Wealth Planning first reported a position in NEE in Q4 2018 and held it in 9 quarters. The position peaked at $898K in Q4 2020. 2,150 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

Bernardo Wealth Planning reported no remaining NextEra Energy position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 11,644 NextEra Energy shares in Q1 2021, an estimated $898K.
Bernardo Wealth Planning first reported a position in NextEra Energy in Q4 2018 and held it in 9 quarters.
Bernardo Wealth Planning's NextEra Energy position peaked at $898K in Q4 2020.
2,150 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.