Johanson Financial Advisors’s NextEra Energy NEE Stock Holding History

Johanson Financial 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	$1.47M	Buy	15,740 +127	+0.8%	+$11K	0.45%	49
2021 Q3	$1.23M	Buy	15,613 +103	+0.7%	+$8.31K	0.42%	52
2021 Q2	$1.19M	Buy	15,510 +277	+2%	+$20.8K	0.4%	55
2021 Q1	$1.21M	Buy	15,233 +2,636	+21%	+$206K	0.44%	48
2020 Q4	$972K	Buy	12,597 +1,549	+14%	+$116K	0.39%	52
2020 Q3	$795K	Buy	11,048 +220	+2%	+$15.2K	0.36%	57
2020 Q2	$650K	Buy	10,828 +136	+1%	+$8.14K	0.32%	60
2020 Q1	$641K	Sell	10,692 -2,605,168	-100%	-$164M	0.37%	55
2019 Q4	$2.7M	Buy	2,615,860 +2,606,420	+27,610%	+$152M	0.13%	91
2019 Q3	$549K	Buy	9,440 +3,668	+64%	+$199K	0.29%	66
2019 Q2	$294K	Buy	+5,772	New	+$284K	0.16%	82

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

Johanson Financial Advisors's NEE Position: Q4 2021 in Review

Johanson Financial Advisors increased its NextEra Energy (NEE) stake by 0.81% in Q4 2021, buying an estimated $11K and bringing the position to 15,740 shares worth $1.47M. The position accounts for 0.45% of the portfolio, ranked #49.

Johanson Financial Advisors first reported a position in NEE in Q2 2019 and has held it in 11 quarters since. The position peaked at $2.7M in Q4 2019. 2,391 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

Johanson Financial Advisors held 15,740 shares of NextEra Energy worth $1.47M as of Q4 2021.
Johanson Financial Advisors bought 127 NextEra Energy shares in Q4 2021, an estimated $11K.
NextEra Energy made up 0.45% of Johanson Financial Advisors's portfolio in Q4 2021, its #49 holding.
Johanson Financial Advisors first reported a position in NextEra Energy in Q2 2019 and has held it in 11 quarters since.
Johanson Financial Advisors's NextEra Energy position peaked at $2.7M in Q4 2019.
2,391 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.