Fiduciary Planning’s NextEra Energy NEE Stock Holding History

Fiduciary Planning’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	-201	Closed	-$15K	–	189
2021 Q1	$15K	Buy	201 +1	+0.5%	+$78	0.02%	132
2020 Q4	$15K	Sell	200 -44	-18%	-$3.29K	0.02%	124
2020 Q3	$17K	Buy	+244	New	+$16.8K	0.03%	91

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

Fiduciary Planning's NEE Position: Q2 2021 in Review

Fiduciary Planning sold out of NextEra Energy (NEE) in Q2 2021, closing a stake of 201 shares — an estimated $15K sold.

Fiduciary Planning first reported a position in NEE in Q3 2020 and held it in 3 quarters. The position peaked at $17K in Q3 2020. 2,144 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

Fiduciary Planning reported no remaining NextEra Energy position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 201 NextEra Energy shares in Q2 2021, an estimated $15K.
Fiduciary Planning first reported a position in NextEra Energy in Q3 2020 and held it in 3 quarters.
Fiduciary Planning's NextEra Energy position peaked at $17K in Q3 2020.
2,144 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.