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Financial Planners of Cleveland’s NextEra Energy NEE Stock Holding History

Financial Planners of Cleveland’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
2022
Q1 		– Sell
-4,420
Closed -$383K – 83
2021
Q4 		$383K Buy
+4,420
New +$382K 0.16% 51

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Planners of Cleveland's NEE Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 4,420 shares — an estimated $383K sold.

Financial Planners of Cleveland first reported a position in NEE in Q4 2021 and held it in 1 quarter. The position peaked at $383K in Q4 2021. 2,368 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

  • Financial Planners of Cleveland reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 4,420 NextEra Energy shares in Q1 2022, an estimated $383K.
  • Financial Planners of Cleveland first reported a position in NextEra Energy in Q4 2021 and held it in 1 quarter.
  • Financial Planners of Cleveland's NextEra Energy position peaked at $383K in Q4 2021.
  • 2,368 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.