BNC Wealth Management’s NextEra Energy NEE Stock Holding History

BNC 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	-2,888	Closed	-$223K	–	95
2020 Q4	$223K	Buy	2,888 +324	+13%	+$24.2K	0.14%	87
2020 Q3	$178K	Buy	+2,564	New	+$177K	0.13%	86

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

BNC Wealth Management sold out of NextEra Energy (NEE) in Q1 2021, closing a stake of 2,888 shares — an estimated $223K sold.

BNC Wealth Management first reported a position in NEE in Q3 2020 and held it in 2 quarters. The position peaked at $223K in Q4 2020. 2,148 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

BNC Wealth Management reported no remaining NextEra Energy position as of Q1 2021 after selling out during the quarter.
BNC Wealth Management sold 2,888 NextEra Energy shares in Q1 2021, an estimated $223K.
BNC Wealth Management first reported a position in NextEra Energy in Q3 2020 and held it in 2 quarters.
BNC Wealth Management's NextEra Energy position peaked at $223K in Q4 2020.
2,148 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on BNC Wealth Management's 13F filing for Q1 2021, filed 19 May 2021.