CSat Investment Advisory’s NextEra Energy NEE Stock Holding History

CSat Investment Advisory’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	$897K	Buy	11,869 +866	+8%	+$67.6K	0.75%	53
2020 Q4	$849K	Sell	11,003 -6,261	-36%	-$468K	0.79%	33
2020 Q3	$1.2M	Buy	17,264 +2,212	+15%	+$153K	0.11%	93
2020 Q2	$904K	Sell	15,052 -1,740	-10%	-$104K	0.11%	98
2020 Q1	$1.01M	Buy	16,792 +788	+5%	+$49.5K	0.21%	67
2019 Q4	$969K	Sell	16,004 -1,240	-7%	-$72.4K	0.26%	75
2019 Q3	$1M	Sell	17,244 -736	-4%	-$39.8K	0.32%	63
2019 Q2	$921K	Buy	17,980 +13,600	+311%	+$669K	0.33%	68
2019 Q1	$212K	Sell	4,380 -148	-3%	-$6.77K	0.11%	122
2018 Q4	$197K	Sell	4,528 -36	-0.8%	-$1.57K	0.12%	105
2018 Q3	$191K	Buy	4,564 +348	+8%	+$14.8K	0.11%	110
2018 Q2	$176K	Buy	+4,216	New	+$170K	0.09%	119

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

CSat Investment Advisory's NEE Position: Q1 2021 in Review

CSat Investment Advisory increased its NextEra Energy (NEE) stake by 7.9% in Q1 2021, buying an estimated $67.6K and bringing the position to 11,869 shares worth $897K. The position accounts for 0.75% of the portfolio, ranked #53.

CSat Investment Advisory first reported a position in NEE in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.2M in Q3 2020. 2,149 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

CSat Investment Advisory held 11,869 shares of NextEra Energy worth $897K as of Q1 2021.
CSat Investment Advisory bought 866 NextEra Energy shares in Q1 2021, an estimated $67.6K.
NextEra Energy made up 0.75% of CSat Investment Advisory's portfolio in Q1 2021, its #53 holding.
CSat Investment Advisory first reported a position in NextEra Energy in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's NextEra Energy position peaked at $1.2M in Q3 2020.
2,149 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.