Elm Advisors’s NextEra Energy NEE Stock Holding History

Elm 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 Q1	–	Sell	-600	Closed	-$46K	–	200
2020 Q4	$46K	Buy	+600	New	+$44.9K	0.03%	168
2018 Q4	–	Sell	-600	Closed	-$25K	–	200
2018 Q3	$25K	Buy	+600	New	+$25.5K	0.02%	204

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

Elm Advisors's NEE Position: Q1 2021 in Review

Elm Advisors sold out of NextEra Energy (NEE) in Q1 2021, closing a stake of 600 shares — an estimated $46K sold.

Elm Advisors first reported a position in NEE in Q3 2018 and held it in 2 quarters. The position peaked at $46K in Q4 2020. 2,148 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

Elm Advisors reported no remaining NextEra Energy position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 600 NextEra Energy shares in Q1 2021, an estimated $46K.
Elm Advisors first reported a position in NextEra Energy in Q3 2018 and held it in 2 quarters.
Elm Advisors's NextEra Energy position peaked at $46K in Q4 2020.
2,148 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.