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Leo Brokerage’s NextEra Energy NEE Stock Holding History

Leo Brokerage’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 		$256K Buy
3,259
+61
+2% +$4.92K 0.05% 159
2021
Q2 		$234K Buy
3,198
+163
+5% +$12.2K 0.05% 170
2021
Q1 		$229K Sell
3,035
-286
-9% -$22.3K 0.06% 166
2020
Q4 		$256K Buy
+3,321
New +$248K 0.08% 146

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Leo Brokerage's NEE Position: Q3 2021 in Review

Leo Brokerage increased its NextEra Energy (NEE) stake by 1.9% in Q3 2021, buying an estimated $4.92K and bringing the position to 3,259 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #159.

Leo Brokerage first reported a position in NEE in Q4 2020 and has held it in 4 quarters since. 2,154 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

  • Leo Brokerage held 3,259 shares of NextEra Energy worth $256K as of Q3 2021.
  • Leo Brokerage bought 61 NextEra Energy shares in Q3 2021, an estimated $4.92K.
  • NextEra Energy made up 0.05% of Leo Brokerage's portfolio in Q3 2021, its #159 holding.
  • Leo Brokerage first reported a position in NextEra Energy in Q4 2020 and has held it in 4 quarters since.
  • 2,154 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Leo Brokerage's 13F filing for Q3 2021, filed 13 Oct 2021.