FMA Advisory’s NextEra Energy NEE Stock Holding History

FMA Advisory’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	$6.46M	Sell	82,293 -2,705	-3%	-$218K	2.41%	5
2021 Q2	$6.23M	Buy	84,998 +1,197	+1%	+$89.8K	2.31%	5
2021 Q1	$6.34M	Buy	83,801 +124	+0.1%	+$9.68K	1.96%	5
2020 Q4	$6.46M	Buy	83,677 +353	+0.4%	+$26.4K	2.15%	4
2020 Q3	$5.78M	Buy	83,324 +1,228	+1%	+$84.8K	2.3%	5
2020 Q2	$4.93M	Buy	82,096 +8	+0%	+$479	2.21%	5
2020 Q1	$4.94M	Sell	82,088 -1,792	-2%	-$113K	2.68%	3
2019 Q4	$5.08M	Buy	83,880 +364	+0.4%	+$21.3K	2.04%	4
2019 Q3	$4.87M	Buy	83,516 +1,388	+2%	+$75.1K	2.11%	6
2019 Q2	$4.21M	Buy	82,128 +408	+0.5%	+$20.1K	1.87%	11
2019 Q1	$3.95M	Buy	81,720 +2,700	+3%	+$123K	1.8%	12
2018 Q4	$3.43M	Buy	79,020 +4,832	+7%	+$211K	1.77%	9
2018 Q3	$3.11M	Buy	74,188 +2,628	+4%	+$112K	1.39%	20
2018 Q2	$2.99M	Buy	71,560 +816	+1%	+$33K	1.41%	20
2018 Q1	$2.89M	Buy	70,744 +616	+0.9%	+$23.8K	1.41%	21
2017 Q4	$2.74M	Buy	70,128 +4,448	+7%	+$172K	1.29%	20
2017 Q3	$2.41M	Sell	65,680 -52	-0.1%	-$1.91K	1.41%	19
2017 Q2	$2.3K	Sell	65,732 -3,716	-5%	-$127K	1.18%	20
2017 Q1	$2.23M	Buy	+69,448	New	+$2.18M	1.13%	28
2015 Q2	$1.61M	Buy	+65,852	New	+$1.67M	1.01%	32
2014 Q4	$2.44M	Buy	91,676 +2,224	+2%	+$56.2K	0.85%	36
2014 Q3	$2.1M	Buy	89,452 +828	+0.9%	+$20K	0.77%	43
2014 Q2	$2.27M	Buy	88,624 +1,112	+1%	+$27.1K	0.84%	43
2014 Q1	$2.09M	Buy	87,512 +6,420	+8%	+$145K	0.82%	46
2013 Q4	$1.74M	Buy	81,092 +9,168	+13%	+$193K	0.71%	50
2013 Q3	$1.44M	Buy	71,924 +1,116	+2%	+$23K	0.57%	62
2013 Q2	$1.44M	Buy	+70,808	New	+$1.4M	0.61%	58

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

FMA Advisory's NEE Position: Q3 2021 in Review

FMA Advisory reduced its NextEra Energy (NEE) stake by 3.2% in Q3 2021, selling an estimated $218K and leaving 82,293 shares worth $6.46M. The position accounts for 2.41% of the portfolio, ranked #5.

FMA Advisory first reported a position in NEE in Q2 2013 and has held it in 27 quarters since. 2,154 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

FMA Advisory held 82,293 shares of NextEra Energy worth $6.46M as of Q3 2021.
FMA Advisory sold 2,705 NextEra Energy shares in Q3 2021, an estimated $218K.
NextEra Energy made up 2.41% of FMA Advisory's portfolio in Q3 2021, its #5 holding.
FMA Advisory first reported a position in NextEra Energy in Q2 2013 and has held it in 27 quarters since.
2,154 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.