Capital Advisory Group Advisory Services’s NextEra Energy NEE Stock Holding History

Capital Advisory Group Advisory Services’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 Q4	–	Sell	-181	Closed	-$14K	–	371
2021 Q3	$14K	Sell	181 -1,337	-88%	-$108K	0.01%	365
2021 Q2	$111K	Sell	1,518 -10,262	-87%	-$770K	0.04%	225
2021 Q1	$891K	Buy	11,780 +3,121	+36%	+$244K	0.35%	75
2020 Q4	$668K	Buy	8,659 +8,563	+8,920%	+$641K	0.28%	82
2020 Q3	$7K	Sell	96 -20	-17%	-$1.38K	﹤0.01%	352
2020 Q2	$7K	Hold	116	–	–	﹤0.01%	340
2020 Q1	$7K	Buy	+116	New	+$7.29K	0.01%	274

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Advisory Group Advisory Services's NEE Position: Q4 2021 in Review

Capital Advisory Group Advisory Services sold out of NextEra Energy (NEE) in Q4 2021, closing a stake of 181 shares — an estimated $14K sold.

Capital Advisory Group Advisory Services first reported a position in NEE in Q1 2020 and held it in 7 quarters. The position peaked at $891K in Q1 2021. 2,391 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

Capital Advisory Group Advisory Services reported no remaining NextEra Energy position as of Q4 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 181 NextEra Energy shares in Q4 2021, an estimated $14K.
Capital Advisory Group Advisory Services first reported a position in NextEra Energy in Q1 2020 and held it in 7 quarters.
Capital Advisory Group Advisory Services's NextEra Energy position peaked at $891K in Q1 2021.
2,391 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2021, filed 15 Feb 2022.