II
NEE icon

Inspire Investing’s NextEra Energy NEE Stock Holding History

Inspire Investing’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
Q3 		– Sell
-133,304
Closed -$9.77M – 887
2021
Q2 		$9.77M Buy
133,304
+14,054
+12% +$1.05M 1.29% 12
2021
Q1 		$9.02M Buy
119,250
+32,729
+38% +$2.55M 1.38% 11
2020
Q4 		$6.67M Buy
86,521
+23,449
+37% +$1.75M 1.48% 8
2020
Q3 		$4.38M Sell
63,072
-8,432
-12% -$582K 1.2% 12
2020
Q2 		$4.29M Buy
71,504
+32,404
+83% +$1.94M 1.48% 9
2020
Q1 		$2.35M Sell
39,100
-3,768
-9% -$237K 0.94% 9
2019
Q4 		$2.6M Buy
42,868
+1,944
+5% +$114K 0.93% 12
2019
Q3 		$2.38M Buy
40,924
+8,184
+25% +$443K 0.91% 11
2019
Q2 		$1.68M Buy
32,740
+2,976
+10% +$146K 0.71% 14
2019
Q1 		$1.44M Buy
+29,764
New +$1.36M 0.67% 15
2018
Q1 		– Sell
-4
Closed – – 515
2017
Q4 		$0 Buy
+4
New +$154 ﹤0.01% 923

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Inspire Investing's NEE Position: Q3 2021 in Review

Inspire Investing sold out of NextEra Energy (NEE) in Q3 2021, closing a stake of 133,304 shares — an estimated $9.77M sold.

Inspire Investing first reported a position in NEE in Q4 2017 and held it in 11 quarters. The position peaked at $9.77M in Q2 2021. 2,155 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

  • Inspire Investing reported no remaining NextEra Energy position as of Q3 2021 after selling out during the quarter.
  • Inspire Investing sold 133,304 NextEra Energy shares in Q3 2021, an estimated $9.77M.
  • Inspire Investing first reported a position in NextEra Energy in Q4 2017 and held it in 11 quarters.
  • Inspire Investing's NextEra Energy position peaked at $9.77M in Q2 2021.
  • 2,155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Inspire Investing's 13F filing for Q3 2021, filed 9 Nov 2021.