Ford Financial Group’s NextEra Energy NEE Stock Holding History

Ford Financial Group’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	–	Sell	-88	Closed	-$6K	–	382
2021 Q2	$6K	Buy	+88	New	+$6.6K	﹤0.01%	395
2018 Q1	–	Sell	-124	Closed	-$4K	–	258
2017 Q4	$4K	Buy	+124	New	+$4.79K	﹤0.01%	344

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

Ford Financial Group's NEE Position: Q3 2021 in Review

Ford Financial Group sold out of NextEra Energy (NEE) in Q3 2021, closing a stake of 88 shares — an estimated $6K sold.

Ford Financial Group first reported a position in NEE in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 2,154 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

Ford Financial Group reported no remaining NextEra Energy position as of Q3 2021 after selling out during the quarter.
Ford Financial Group sold 88 NextEra Energy shares in Q3 2021, an estimated $6K.
Ford Financial Group first reported a position in NextEra Energy in Q4 2017 and held it in 2 quarters.
Ford Financial Group's NextEra Energy position peaked at $6K in Q2 2021.
2,154 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Ford Financial Group's 13F filing for Q3 2021, filed 5 Nov 2021.