Harvest Group Wealth Management’s NextEra Energy NEE Stock Holding History

Harvest Group Wealth Management’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	-665	Closed	-$51K	–	460
2020 Q4	$51K	Buy	665 +65	+11%	+$4.86K	0.03%	107
2020 Q3	$42K	Sell	600 -1,800	-75%	-$124K	0.03%	104
2020 Q2	$144K	Sell	2,400 -220	-8%	-$13.2K	0.12%	43
2020 Q1	$157K	Hold	2,620	–	–	0.16%	40
2019 Q4	$158K	Hold	2,620	–	–	0.14%	42
2019 Q3	$153K	Buy	2,620 +220	+9%	+$11.9K	0.19%	35
2019 Q2	$122K	Hold	2,400	–	–	0.16%	38
2019 Q1	$116K	Buy	+2,400	New	+$110K	0.11%	52

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

Harvest Group Wealth Management's NEE Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of NextEra Energy (NEE) in Q1 2021, closing a stake of 665 shares — an estimated $51K sold.

Harvest Group Wealth Management first reported a position in NEE in Q1 2019 and held it in 8 quarters. The position peaked at $158K in Q4 2019. 2,148 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

Harvest Group Wealth Management reported no remaining NextEra Energy position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 665 NextEra Energy shares in Q1 2021, an estimated $51K.
Harvest Group Wealth Management first reported a position in NextEra Energy in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's NextEra Energy position peaked at $158K in Q4 2019.
2,148 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.