JOYN Advisors’s NextEra Energy NEE Stock Holding History

JOYN 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
2020 Q1	$220K	Buy	+3,660	New	+$230K	0.07%	92
2019 Q1	–	Sell	-2,344	Closed	-$102K	–	934
2018 Q4	$102K	Buy	2,344 +476	+25%	+$20.8K	0.02%	194
2018 Q3	$78K	Buy	1,868 +116	+7%	+$4.94K	0.01%	272
2018 Q2	$73K	Buy	1,752 +1,344	+329%	+$54.3K	0.02%	301
2018 Q1	$17K	Buy	+408	New	+$15.7K	﹤0.01%	706

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

JOYN Advisors's NEE Position: Q1 2020 in Review

JOYN Advisors opened a new position in NextEra Energy (NEE) in Q1 2020: 3,660 shares worth $220K. The stake represents 0.07% of the portfolio and ranks #92 among its holdings. This is a return to the name: JOYN Advisors previously reported a position in NEE as recently as Q4 2018.

JOYN Advisors first reported a position in NEE in Q1 2018 and has held it in 5 quarters since. 1,804 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

JOYN Advisors held 3,660 shares of NextEra Energy worth $220K as of Q1 2020.
NextEra Energy was a new JOYN Advisors position in Q1 2020.
NextEra Energy made up 0.07% of JOYN Advisors's portfolio in Q1 2020, its #92 holding.
JOYN Advisors first reported a position in NextEra Energy in Q1 2018 and has held it in 5 quarters since.
1,804 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.