Evolution Wealth Advisors’s NextEra Energy NEE Stock Holding History

Evolution Wealth 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 Q4	–	Sell	-1,568	Closed	-$123K	–	460
2021 Q3	$123K	Buy	1,568 +538	+52%	+$43.4K	0.03%	140
2021 Q2	$75K	Sell	1,030 -85	-8%	-$6.38K	0.02%	182
2021 Q1	$84K	Buy	1,115 +285	+34%	+$22.2K	0.02%	159
2020 Q4	$64K	Buy	830 +50	+6%	+$3.74K	0.01%	169
2020 Q3	$54K	Buy	780 +348	+81%	+$24K	0.01%	177
2020 Q2	$26K	Buy	432 +244	+130%	+$14.6K	0.01%	187
2020 Q1	$11K	Sell	188 -96	-34%	-$6.04K	﹤0.01%	202
2019 Q4	$17K	Buy	284 +108	+61%	+$6.31K	﹤0.01%	245
2019 Q3	$10K	Sell	176 -88	-33%	-$4.76K	﹤0.01%	174
2019 Q2	$14K	Buy	+264	New	+$13K	0.01%	153

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

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

Norges Bank Oslo, Norway $935B AUM

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

Evolution Wealth Advisors's NEE Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of NextEra Energy (NEE) in Q4 2021, closing a stake of 1,568 shares — an estimated $123K sold.

Evolution Wealth Advisors first reported a position in NEE in Q2 2019 and held it in 10 quarters. The position peaked at $123K in Q3 2021. 2,391 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

Evolution Wealth Advisors reported no remaining NextEra Energy position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 1,568 NextEra Energy shares in Q4 2021, an estimated $123K.
Evolution Wealth Advisors first reported a position in NextEra Energy in Q2 2019 and held it in 10 quarters.
Evolution Wealth Advisors's NextEra Energy position peaked at $123K in Q3 2021.
2,391 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.