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Birchcreek Wealth Management’s NextEra Energy NEE Stock Holding History

Birchcreek 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
2021
Q1 		– Sell
-1,200
Closed -$92K – 227
2020
Q4 		$92K Buy
+1,200
New +$89.8K 0.09% 157

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $530B 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

Birchcreek Wealth Management's NEE Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of NextEra Energy (NEE) in Q1 2021, closing a stake of 1,200 shares — an estimated $92K sold.

Birchcreek Wealth Management first reported a position in NEE in Q4 2020 and held it in 1 quarter. The position peaked at $92K in Q4 2020. 2,148 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining NextEra Energy position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 1,200 NextEra Energy shares in Q1 2021, an estimated $92K.
  • Birchcreek Wealth Management first reported a position in NextEra Energy in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's NextEra Energy position peaked at $92K in Q4 2020.
  • 2,148 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.