Circle Wealth Management’s NextEra Energy NEE Stock Holding History

Circle 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	-3,876	Closed	-$299K	–	198
2020 Q4	$299K	Hold	3,876	–	–	0.04%	194
2020 Q3	$269K	Hold	3,876	–	–	0.04%	172
2020 Q2	$233K	Sell	3,876 -336	-8%	-$20.1K	0.04%	177
2020 Q1	$253K	Buy	4,212 +52	+1%	+$3.27K	0.05%	159
2019 Q4	$252K	Buy	+4,160	New	+$243K	0.04%	155

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

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

Circle Wealth Management sold out of NextEra Energy (NEE) in Q1 2021, closing a stake of 3,876 shares — an estimated $299K sold.

Circle Wealth Management first reported a position in NEE in Q4 2019 and held it in 5 quarters. The position peaked at $299K in Q4 2020. 2,148 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

Circle Wealth Management reported no remaining NextEra Energy position as of Q1 2021 after selling out during the quarter.
Circle Wealth Management sold 3,876 NextEra Energy shares in Q1 2021, an estimated $299K.
Circle Wealth Management first reported a position in NextEra Energy in Q4 2019 and held it in 5 quarters.
Circle Wealth Management's NextEra Energy position peaked at $299K in Q4 2020.
2,148 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on Circle Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.