Kerntke Otto McGlone Wealth Management Group’s NextEra Energy NEE Stock Holding History

Kerntke Otto McGlone Wealth Management 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	-6,364	Closed	-$466K	–	100
2021 Q2	$466K	Buy	6,364 +12	+0.2%	+$901	0.19%	88
2021 Q1	$480K	Buy	6,352 +11	+0.2%	+$858	0.25%	79
2020 Q4	$489K	Buy	6,341 +45	+0.7%	+$3.37K	0.29%	68
2020 Q3	$437K	Buy	6,296 +32	+0.5%	+$2.21K	0.32%	68
2020 Q2	$376K	Buy	6,264 +36	+0.6%	+$2.15K	0.34%	62
2020 Q1	$375K	Buy	6,228 +40	+0.6%	+$2.51K	0.42%	54
2019 Q4	$375K	Buy	+6,188	New	+$361K	0.32%	66

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

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

Norges Bank Oslo, Norway $935B AUM

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

Kerntke Otto McGlone Wealth Management Group's NEE Position: Q3 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of NextEra Energy (NEE) in Q3 2021, closing a stake of 6,364 shares — an estimated $466K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in NEE in Q4 2019 and held it in 7 quarters. The position peaked at $489K in Q4 2020. 2,154 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

Kerntke Otto McGlone Wealth Management Group reported no remaining NextEra Energy position as of Q3 2021 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 6,364 NextEra Energy shares in Q3 2021, an estimated $466K.
Kerntke Otto McGlone Wealth Management Group first reported a position in NextEra Energy in Q4 2019 and held it in 7 quarters.
Kerntke Otto McGlone Wealth Management Group's NextEra Energy position peaked at $489K in Q4 2020.
2,154 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2021, filed 9 Nov 2021.