Level Four Financial’s NextEra Energy NEE Stock Holding History

Level Four Financial’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	$452K	Buy	5,759 +34	+0.6%	+$2.74K	0.2%	131
2021 Q2	$419K	Sell	5,725 -2,143	-27%	-$161K	0.18%	158
2021 Q1	$595K	Buy	7,868 +411	+6%	+$32.1K	0.28%	103
2020 Q4	$575K	Buy	+7,457	New	+$558K	0.25%	112

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

Level Four Financial's NEE Position: Q3 2021 in Review

Level Four Financial increased its NextEra Energy (NEE) stake by 0.59% in Q3 2021, buying an estimated $2.74K and bringing the position to 5,759 shares worth $452K. The position accounts for 0.2% of the portfolio, ranked #131.

Level Four Financial first reported a position in NEE in Q4 2020 and has held it in 4 quarters since. The position peaked at $595K in Q1 2021. 2,156 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

Level Four Financial held 5,759 shares of NextEra Energy worth $452K as of Q3 2021.
Level Four Financial bought 34 NextEra Energy shares in Q3 2021, an estimated $2.74K.
NextEra Energy made up 0.2% of Level Four Financial's portfolio in Q3 2021, its #131 holding.
Level Four Financial first reported a position in NextEra Energy in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's NextEra Energy position peaked at $595K in Q1 2021.
2,156 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.