Fortem Financial Group’s NextEra Energy NEE Stock Holding History

Fortem 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 Q1	–	Sell	-500	Closed	-$39K	–	346
2020 Q4	$39K	Buy	+500	New	+$37.4K	0.02%	258

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fortem Financial Group's NEE Position: Q1 2021 in Review

Fortem Financial Group sold out of NextEra Energy (NEE) in Q1 2021, closing a stake of 500 shares — an estimated $39K sold.

Fortem Financial Group first reported a position in NEE in Q4 2020 and held it in 1 quarter. The position peaked at $39K in Q4 2020. 2,148 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

Fortem Financial Group reported no remaining NextEra Energy position as of Q1 2021 after selling out during the quarter.
Fortem Financial Group sold 500 NextEra Energy shares in Q1 2021, an estimated $39K.
Fortem Financial Group first reported a position in NextEra Energy in Q4 2020 and held it in 1 quarter.
Fortem Financial Group's NextEra Energy position peaked at $39K in Q4 2020.
2,148 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.