EPG Wealth Management’s NextEra Energy NEE Stock Holding History

EPG Wealth Management’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	-2,608	Closed	-$201K	–	193
2020 Q4	$201K	Buy	+2,608	New	+$195K	0.12%	153
2020 Q2	–	Sell	-1,976	Closed	-$119K	–	548
2020 Q1	$119K	Buy	1,976 +1,456	+280%	+$91.5K	0.09%	161
2019 Q4	$31K	Buy	+520	New	+$30.4K	0.02%	288

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

EPG Wealth Management's NEE Position: Q1 2021 in Review

EPG Wealth Management sold out of NextEra Energy (NEE) in Q1 2021, closing a stake of 2,608 shares — an estimated $201K sold.

EPG Wealth Management first reported a position in NEE in Q4 2019 and held it in 3 quarters. The position peaked at $201K in Q4 2020. 2,148 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

EPG Wealth Management reported no remaining NextEra Energy position as of Q1 2021 after selling out during the quarter.
EPG Wealth Management sold 2,608 NextEra Energy shares in Q1 2021, an estimated $201K.
EPG Wealth Management first reported a position in NextEra Energy in Q4 2019 and held it in 3 quarters.
EPG Wealth Management's NextEra Energy position peaked at $201K in Q4 2020.
2,148 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on EPG Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.