Blue Chip Wealth Management’s NextEra Energy NEE Stock Holding History

Blue Chip 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
2020 Q3	$230K	Buy	+3,312	New	+$229K	0.18%	99

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Blue Chip Wealth Management's NEE Position: Q3 2020 in Review

Blue Chip Wealth Management opened a new position in NextEra Energy (NEE) in Q3 2020: 3,312 shares worth $230K. The stake represents 0.18% of the portfolio and ranks #99 among its holdings.

1,909 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

Blue Chip Wealth Management held 3,312 shares of NextEra Energy worth $230K as of Q3 2020.
NextEra Energy was a new Blue Chip Wealth Management position in Q3 2020.
NextEra Energy made up 0.18% of Blue Chip Wealth Management's portfolio in Q3 2020, its #99 holding.
1,909 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.