FormulaFolio Investments’s NextEra Energy NEE Stock Holding History

FormulaFolio Investments’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	$59K	Hold	800	–	–	0.02%	137
2021 Q1	$59K	Sell	800 -32,313	-98%	-$2.52M	0.02%	133
2020 Q4	$2.56M	Buy	33,113 +5,925	+22%	+$443K	0.05%	222
2020 Q3	$1.89M	Sell	27,188 -688	-2%	-$47.5K	0.07%	103
2020 Q2	$1.67M	Buy	27,876 +5,752	+26%	+$344K	0.07%	105
2020 Q1	$1.33M	Sell	22,124 -2,504	-10%	-$157K	0.07%	97
2019 Q4	$1.49M	Sell	24,628 -1,112	-4%	-$64.9K	0.05%	136
2019 Q3	$1.5M	Buy	25,740 +116	+0.5%	+$6.28K	0.06%	125
2019 Q2	$1.31M	Buy	25,624 +2,544	+11%	+$125K	0.06%	116
2019 Q1	$1.12M	Buy	23,080 +1,976	+9%	+$90.3K	0.05%	129
2018 Q4	$884K	Hold	21,104	–	–	0.04%	151
2018 Q3	$884K	Buy	21,104 +6,372	+43%	+$271K	0.04%	151
2018 Q2	$615K	Buy	14,732 +7,112	+93%	+$287K	0.03%	182
2018 Q1	$311K	Buy	7,620 +444	+6%	+$17.1K	0.02%	222
2017 Q4	$280K	Sell	7,176 -292	-4%	-$11.3K	0.02%	224
2017 Q3	$274K	Buy	7,468 +920	+14%	+$33.7K	0.02%	190
2017 Q2	$229K	Sell	6,548 -1,436	-18%	-$49.1K	0.02%	200
2017 Q1	$256K	Buy	7,984 +568	+8%	+$17.9K	0.03%	181
2016 Q4	$222K	Buy	+7,416	New	+$222K	0.03%	176

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

FormulaFolio Investments's NEE Position: Q2 2021 in Review

FormulaFolio Investments held its NextEra Energy (NEE) position steady in Q2 2021 at 800 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #137.

FormulaFolio Investments first reported a position in NEE in Q4 2016 and has held it in 19 quarters since. The position peaked at $2.56M in Q4 2020. 2,144 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

FormulaFolio Investments held 800 shares of NextEra Energy worth $59K as of Q2 2021.
FormulaFolio Investments left its NextEra Energy share count unchanged in Q2 2021.
NextEra Energy made up 0.02% of FormulaFolio Investments's portfolio in Q2 2021, its #137 holding.
FormulaFolio Investments first reported a position in NextEra Energy in Q4 2016 and has held it in 19 quarters since.
FormulaFolio Investments's NextEra Energy position peaked at $2.56M in Q4 2020.
2,144 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.