Guidance Point Advisors’s NextEra Energy NEE Stock Holding History

Guidance Point Advisors’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 Q4	–	Sell	-122	Closed	-$9K	–	289
2021 Q3	$9K	Buy	+122	New	+$9.84K	﹤0.01%	264

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guidance Point Advisors's NEE Position: Q4 2021 in Review

Guidance Point Advisors sold out of NextEra Energy (NEE) in Q4 2021, closing a stake of 122 shares — an estimated $9K sold.

Guidance Point Advisors first reported a position in NEE in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 2,391 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

Guidance Point Advisors reported no remaining NextEra Energy position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 122 NextEra Energy shares in Q4 2021, an estimated $9K.
Guidance Point Advisors first reported a position in NextEra Energy in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's NextEra Energy position peaked at $9K in Q3 2021.
2,391 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.