Lake Point Wealth Management’s NextEra Energy NEE Stock Holding History

Lake Point Wealth Management’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	-75	Closed	-$5K	–	442
2021 Q2	$5K	Buy	+75	New	+$5.63K	﹤0.01%	247
2019 Q1	–	Sell	-116	Closed	-$5K	–	801
2018 Q4	$5K	Buy	+116	New	+$5.07K	﹤0.01%	561

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

Lake Point Wealth Management's NEE Position: Q3 2021 in Review

Lake Point Wealth Management sold out of NextEra Energy (NEE) in Q3 2021, closing a stake of 75 shares — an estimated $5K sold.

Lake Point Wealth Management first reported a position in NEE in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 2,154 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

Lake Point Wealth Management reported no remaining NextEra Energy position as of Q3 2021 after selling out during the quarter.
Lake Point Wealth Management sold 75 NextEra Energy shares in Q3 2021, an estimated $5K.
Lake Point Wealth Management first reported a position in NextEra Energy in Q4 2018 and held it in 2 quarters.
Lake Point Wealth Management's NextEra Energy position peaked at $5K in Q2 2021.
2,154 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Lake Point Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.