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Compass Financial Group (Florida)’s NextEra Energy NEE Stock Holding History

Compass Financial Group (Florida)’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 		– Sell
-3,908
Closed -$286K – 33
2021
Q2 		$286K Buy
+3,908
New +$293K 0.15% 30

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Compass Financial Group (Florida)'s NEE Position: Q3 2021 in Review

Compass Financial Group (Florida) sold out of NextEra Energy (NEE) in Q3 2021, closing a stake of 3,908 shares — an estimated $286K sold.

Compass Financial Group (Florida) first reported a position in NEE in Q2 2021 and held it in 1 quarter. The position peaked at $286K in Q2 2021. 2,154 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

  • Compass Financial Group (Florida) reported no remaining NextEra Energy position as of Q3 2021 after selling out during the quarter.
  • Compass Financial Group (Florida) sold 3,908 NextEra Energy shares in Q3 2021, an estimated $286K.
  • Compass Financial Group (Florida) first reported a position in NextEra Energy in Q2 2021 and held it in 1 quarter.
  • Compass Financial Group (Florida)'s NextEra Energy position peaked at $286K in Q2 2021.
  • 2,154 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Compass Financial Group (Florida)'s 13F filing for Q3 2021, filed 4 Nov 2021.