Clear Perspective Advisors’s NextEra Energy NEE Stock Holding History

Clear Perspective 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 Q4	$386K	Sell	4,132 -131	-3%	-$11.3K	0.12%	117
2021 Q3	$335K	Sell	4,263 -742	-15%	-$59.8K	0.11%	120
2021 Q2	$367K	Buy	5,005 +1,166	+30%	+$87.5K	0.13%	116
2021 Q1	$290K	Sell	3,839 -2,285	-37%	-$178K	0.11%	123
2020 Q4	$472K	Buy	6,124 +176	+3%	+$13.2K	0.19%	91
2020 Q3	$3.69K	Buy	5,948 +416	+8%	+$28.7K	1.73%	9
2020 Q2	$332K	Buy	5,532 +56	+1%	+$3.35K	0.18%	89
2020 Q1	$329K	Sell	5,476 -16	-0.3%	-$1.01K	0.22%	81
2019 Q4	$332K	Buy	5,492 +312	+6%	+$18.2K	0.21%	101
2019 Q3	$302K	Sell	5,180 -40	-0.8%	-$2.17K	0.14%	109
2019 Q2	$267K	Buy	5,220 +724	+16%	+$35.6K	0.17%	113
2019 Q1	$213K	Buy	+4,496	New	+$206K	0.15%	133
2018 Q3	–	Sell	-4,236	Closed	-$177K	–	336
2018 Q2	$177K	Hold	4,236	–	–	0.12%	143
2018 Q1	$173K	Hold	4,236	–	–	0.13%	144
2017 Q4	$165K	Hold	4,236	–	–	0.13%	149
2017 Q3	$155K	Hold	4,236	–	–	0.13%	149
2017 Q2	$148K	Hold	4,236	–	–	0.12%	142
2017 Q1	$136K	Hold	4,236	–	–	0.09%	146
2016 Q4	$127K	Buy	+4,236	New	+$127K	0.08%	150

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

Clear Perspective Advisors's NEE Position: Q4 2021 in Review

Clear Perspective Advisors reduced its NextEra Energy (NEE) stake by 3.1% in Q4 2021, selling an estimated $11.3K and leaving 4,132 shares worth $386K. The position accounts for 0.12% of the portfolio, ranked #117.

Clear Perspective Advisors first reported a position in NEE in Q4 2016 and has held it in 19 quarters since. The position peaked at $472K in Q4 2020. 2,392 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

Clear Perspective Advisors held 4,132 shares of NextEra Energy worth $386K as of Q4 2021.
Clear Perspective Advisors sold 131 NextEra Energy shares in Q4 2021, an estimated $11.3K.
NextEra Energy made up 0.12% of Clear Perspective Advisors's portfolio in Q4 2021, its #117 holding.
Clear Perspective Advisors first reported a position in NextEra Energy in Q4 2016 and has held it in 19 quarters since.
Clear Perspective Advisors's NextEra Energy position peaked at $472K in Q4 2020.
2,392 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.