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Covenant Multifamily Offices’s NextEra Energy NEE Stock Holding History

Covenant Multifamily Offices’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 		$220K Sell
2,771
-86
-3% -$6.94K 0.04% 219
2021
Q2 		$209K Buy
+2,857
New +$214K 0.04% 222

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

Covenant Multifamily Offices's NEE Position: Q3 2021 in Review

Covenant Multifamily Offices reduced its NextEra Energy (NEE) stake by 3% in Q3 2021, selling an estimated $6.94K and leaving 2,771 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #219.

Covenant Multifamily Offices first reported a position in NEE in Q2 2021 and has held it in 2 quarters since. 2,155 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

  • Covenant Multifamily Offices held 2,771 shares of NextEra Energy worth $220K as of Q3 2021.
  • Covenant Multifamily Offices sold 86 NextEra Energy shares in Q3 2021, an estimated $6.94K.
  • NextEra Energy made up 0.04% of Covenant Multifamily Offices's portfolio in Q3 2021, its #219 holding.
  • Covenant Multifamily Offices first reported a position in NextEra Energy in Q2 2021 and has held it in 2 quarters since.
  • 2,155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Covenant Multifamily Offices's 13F filing for Q3 2021, filed 21 Oct 2021.