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Deroy & Devereaux Private Investment Counsel’s NextEra Energy NEE Stock Holding History

Deroy & Devereaux Private Investment Counsel’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
-3,032
Closed -$234K – 149
2020
Q4 		$234K Buy
+3,032
New +$227K 0.02% 137

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Deroy & Devereaux Private Investment Counsel's NEE Position: Q1 2021 in Review

Deroy & Devereaux Private Investment Counsel sold out of NextEra Energy (NEE) in Q1 2021, closing a stake of 3,032 shares — an estimated $234K sold.

Deroy & Devereaux Private Investment Counsel first reported a position in NEE in Q4 2020 and held it in 1 quarter. The position peaked at $234K in Q4 2020. 2,149 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

  • Deroy & Devereaux Private Investment Counsel reported no remaining NextEra Energy position as of Q1 2021 after selling out during the quarter.
  • Deroy & Devereaux Private Investment Counsel sold 3,032 NextEra Energy shares in Q1 2021, an estimated $234K.
  • Deroy & Devereaux Private Investment Counsel first reported a position in NextEra Energy in Q4 2020 and held it in 1 quarter.
  • Deroy & Devereaux Private Investment Counsel's NextEra Energy position peaked at $234K in Q4 2020.
  • 2,149 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q1 2021, filed 26 Apr 2021.