Cascadia Advisory Services’s NextEra Energy NEE Stock Holding History

Cascadia 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 Q3	$303K	Sell	3,865 -45	-1%	-$3.63K	0.06%	210
2021 Q2	$287K	Sell	3,910 -176	-4%	-$13.2K	0.06%	206
2021 Q1	$309K	Buy	+4,086	New	+$319K	0.07%	197

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cascadia Advisory Services's NEE Position: Q3 2021 in Review

Cascadia Advisory Services reduced its NextEra Energy (NEE) stake by 1.2% in Q3 2021, selling an estimated $3.63K and leaving 3,865 shares worth $303K. The position accounts for 0.06% of the portfolio, ranked #210.

Cascadia Advisory Services first reported a position in NEE in Q1 2021 and has held it in 3 quarters since. The position peaked at $309K in Q1 2021. 2,155 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

Cascadia Advisory Services held 3,865 shares of NextEra Energy worth $303K as of Q3 2021.
Cascadia Advisory Services sold 45 NextEra Energy shares in Q3 2021, an estimated $3.63K.
NextEra Energy made up 0.06% of Cascadia Advisory Services's portfolio in Q3 2021, its #210 holding.
Cascadia Advisory Services first reported a position in NextEra Energy in Q1 2021 and has held it in 3 quarters since.
Cascadia Advisory Services's NextEra Energy position peaked at $309K in Q1 2021.
2,155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.