Burt Wealth Advisors’s NextEra Energy NEE Stock Holding History

Burt Wealth Advisors’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	-$93K	–	261
2020 Q4	$93K	Hold	1,200	–	–	0.03%	138
2020 Q3	$83K	Hold	1,200	–	–	0.03%	138
2020 Q2	$72K	Buy	1,200 +24	+2%	+$1.44K	0.03%	150
2020 Q1	$71K	Hold	1,176	–	–	0.03%	137
2019 Q4	$71K	Hold	1,176	–	–	0.03%	151
2019 Q3	$69K	Hold	1,176	–	–	0.03%	151
2019 Q2	$60K	Hold	1,176	–	–	0.03%	156
2019 Q1	$57K	Hold	1,176	–	–	0.03%	169
2018 Q4	$51K	Hold	1,176	–	–	0.02%	176
2018 Q3	$49K	Hold	1,176	–	–	0.02%	180
2018 Q2	$49K	Hold	1,176	–	–	0.02%	178
2018 Q1	$48K	Hold	1,176	–	–	0.02%	185
2017 Q4	$46K	Sell	1,176 -232	-16%	-$8.96K	0.03%	190
2017 Q3	$52K	Hold	1,408	–	–	0.03%	175
2017 Q2	$49K	Hold	1,408	–	–	0.03%	184
2017 Q1	$45K	Hold	1,408	–	–	0.03%	175
2016 Q4	$42K	Hold	1,408	–	–	0.04%	180
2016 Q3	$43K	Hold	1,408	–	–	0.05%	170
2016 Q2	$45K	Sell	1,408 -140	-9%	-$4.2K	0.05%	160
2016 Q1	$46K	Buy	1,548 +60	+4%	+$1.68K	0.04%	177
2015 Q4	$38K	Sell	1,488 -532	-26%	-$13.5K	0.03%	162
2015 Q3	$49K	Buy	2,020 +800	+66%	+$20.3K	0.06%	137
2015 Q2	$30K	Hold	1,220	–	–	0.03%	173
2015 Q1	$21K	Hold	1,220	–	–	0.02%	189
2014 Q4	$32K	Buy	+1,220	New	+$30.8K	0.03%	160

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

Burt Wealth Advisors's NEE Position: Q1 2021 in Review

Burt Wealth Advisors sold out of NextEra Energy (NEE) in Q1 2021, closing a stake of 1,200 shares — an estimated $93K sold.

Burt Wealth Advisors first reported a position in NEE in Q4 2014 and held it in 25 quarters. The position peaked at $93K in Q4 2020. 2,148 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

Burt Wealth Advisors reported no remaining NextEra Energy position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 1,200 NextEra Energy shares in Q1 2021, an estimated $93K.
Burt Wealth Advisors first reported a position in NextEra Energy in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's NextEra Energy position peaked at $93K in Q4 2020.
2,148 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.