Jordan Park Group’s NextEra Energy NEE Stock Holding History

Jordan Park Group’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	-12,246	Closed	-$897K	–	91
2021 Q2	$897K	Buy	12,246 +644	+6%	+$48.3K	0.05%	43
2021 Q1	$877K	Buy	+11,602	New	+$905K	0.06%	36

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jordan Park Group's NEE Position: Q3 2021 in Review

Jordan Park Group sold out of NextEra Energy (NEE) in Q3 2021, closing a stake of 12,246 shares — an estimated $897K sold.

Jordan Park Group first reported a position in NEE in Q1 2021 and held it in 2 quarters. The position peaked at $897K in Q2 2021. 2,156 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

Jordan Park Group reported no remaining NextEra Energy position as of Q3 2021 after selling out during the quarter.
Jordan Park Group sold 12,246 NextEra Energy shares in Q3 2021, an estimated $897K.
Jordan Park Group first reported a position in NextEra Energy in Q1 2021 and held it in 2 quarters.
Jordan Park Group's NextEra Energy position peaked at $897K in Q2 2021.
2,156 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Jordan Park Group's 13F filing for Q3 2021, filed 19 Oct 2021.