Grace Capital’s NextEra Energy NEE Stock Holding History

Grace Capital’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	-3,460	Closed	-$266K	–	237
2020 Q4	$266K	Buy	3,460 +2,160	+166%	+$162K	0.17%	131
2020 Q3	$90K	Buy	+1,300	New	+$89.8K	0.07%	179

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

Grace Capital's NEE Position: Q1 2021 in Review

Grace Capital sold out of NextEra Energy (NEE) in Q1 2021, closing a stake of 3,460 shares — an estimated $266K sold.

Grace Capital first reported a position in NEE in Q3 2020 and held it in 2 quarters. The position peaked at $266K in Q4 2020. 2,148 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

Grace Capital reported no remaining NextEra Energy position as of Q1 2021 after selling out during the quarter.
Grace Capital sold 3,460 NextEra Energy shares in Q1 2021, an estimated $266K.
Grace Capital first reported a position in NextEra Energy in Q3 2020 and held it in 2 quarters.
Grace Capital's NextEra Energy position peaked at $266K in Q4 2020.
2,148 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on Grace Capital's 13F filing for Q1 2021, filed 6 May 2021.