Filbrandt Wealth Management’s NextEra Energy NEE Stock Holding History

Filbrandt 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 Q3	$130K	Hold	1,651	–	–	0.07%	51
2021 Q2	$121K	Sell	1,651 -1	-0.1%	-$75	0.07%	54
2021 Q1	$125K	Sell	1,652 -304	-16%	-$23.7K	0.08%	50
2020 Q4	$151K	Hold	1,956	–	–	0.1%	38
2020 Q3	$136K	Sell	1,956 -68	-3%	-$4.7K	0.11%	40
2020 Q2	$122K	Buy	2,024 +68	+3%	+$4.07K	0.1%	59
2020 Q1	$118K	Hold	1,956	–	–	0.13%	37
2019 Q4	$118K	Buy	+1,956	New	+$114K	0.1%	42

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

Filbrandt Wealth Management's NEE Position: Q3 2021 in Review

Filbrandt Wealth Management held its NextEra Energy (NEE) position steady in Q3 2021 at 1,651 shares worth $130K. The position accounts for 0.07% of the portfolio, ranked #51.

Filbrandt Wealth Management first reported a position in NEE in Q4 2019 and has held it in 8 quarters since. The position peaked at $151K in Q4 2020. 2,154 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

Filbrandt Wealth Management held 1,651 shares of NextEra Energy worth $130K as of Q3 2021.
Filbrandt Wealth Management left its NextEra Energy share count unchanged in Q3 2021.
NextEra Energy made up 0.07% of Filbrandt Wealth Management's portfolio in Q3 2021, its #51 holding.
Filbrandt Wealth Management first reported a position in NextEra Energy in Q4 2019 and has held it in 8 quarters since.
Filbrandt Wealth Management's NextEra Energy position peaked at $151K in Q4 2020.
2,154 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.