Element Pointe Advisors’s NextEra Energy NEE Stock Holding History

Element Pointe 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 Q2	–	Sell	-14,375	Closed	-$1.09M	–	130
2021 Q1	$1.09M	Buy	14,375 +3,372	+31%	+$263K	0.36%	61
2020 Q4	$849K	Buy	11,003 +795	+8%	+$59.5K	0.31%	57
2020 Q3	$708K	Buy	10,208 +5,440	+114%	+$376K	0.32%	54
2020 Q2	$286K	Buy	4,768 +1,212	+34%	+$72.5K	0.15%	77
2020 Q1	$213K	Sell	3,556 -148	-4%	-$9.3K	0.13%	75
2019 Q4	$224K	Hold	3,704	–	–	0.12%	84
2019 Q3	$216K	Buy	+3,704	New	+$200K	0.13%	84

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Element Pointe Advisors's NEE Position: Q2 2021 in Review

Element Pointe Advisors sold out of NextEra Energy (NEE) in Q2 2021, closing a stake of 14,375 shares — an estimated $1.09M sold.

Element Pointe Advisors first reported a position in NEE in Q3 2019 and held it in 7 quarters. The position peaked at $1.09M in Q1 2021. 2,144 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

Element Pointe Advisors reported no remaining NextEra Energy position as of Q2 2021 after selling out during the quarter.
Element Pointe Advisors sold 14,375 NextEra Energy shares in Q2 2021, an estimated $1.09M.
Element Pointe Advisors first reported a position in NextEra Energy in Q3 2019 and held it in 7 quarters.
Element Pointe Advisors's NextEra Energy position peaked at $1.09M in Q1 2021.
2,144 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on Element Pointe Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.