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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM