Castle Financial & Retirement Planning Associates’s NextEra Energy NEE Stock Holding History

Castle Financial & Retirement Planning Associates’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	$7K	Buy	+98	New	+$8.47K	0.02%	125

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

Castle Financial & Retirement Planning Associates's NEE Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in NextEra Energy (NEE) in Q4 2021: 98 shares worth $7K. The stake represents 0.02% of the portfolio and ranks #125 among its holdings.

2,391 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

Castle Financial & Retirement Planning Associates held 98 shares of NextEra Energy worth $7K as of Q4 2021.
NextEra Energy was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
NextEra Energy made up 0.02% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #125 holding.
2,391 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.