LifePlan Financial Group’s NextEra Energy NEE Stock Holding History

LifePlan Financial 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
2020 Q3	$864K	Hold	12,452	–	–	0.37%	54
2020 Q2	$748K	Hold	12,452	–	–	0.34%	59
2020 Q1	$749K	Sell	12,452 -16	-0.1%	-$1.01K	0.41%	50
2019 Q4	$755K	Buy	12,468 +160	+1%	+$9.34K	0.34%	57
2019 Q3	$717K	Hold	12,308	–	–	0.34%	55
2019 Q2	$630K	Hold	12,308	–	–	0.3%	61
2019 Q1	$595K	Hold	12,308	–	–	0.32%	58
2018 Q4	$535K	Sell	12,308 -2,156	-15%	-$94.3K	0.33%	54
2018 Q3	$606K	Hold	14,464	–	–	0.33%	54
2018 Q2	$604K	Hold	14,464	–	–	0.34%	54
2018 Q1	$591K	Buy	14,464 +64	+0.4%	+$2.47K	0.34%	54
2017 Q4	$528K	Hold	14,400	–	–	0.34%	56
2017 Q3	$528K	Buy	14,400 +124	+0.9%	+$4.54K	0.34%	56
2017 Q2	$500K	Hold	14,276	–	–	0.34%	61
2017 Q1	$458K	Hold	14,276	–	–	0.32%	63
2016 Q4	$426K	Buy	14,276 +2,096	+17%	+$62.6K	0.3%	74
2016 Q3	$372K	Hold	12,180	–	–	0.26%	70
2016 Q2	$397K	Hold	12,180	–	–	0.27%	64
2016 Q1	$360K	Hold	12,180	–	–	0.26%	64
2015 Q4	$316K	Hold	12,180	–	–	0.22%	72
2015 Q3	$297K	Hold	12,180	–	–	0.22%	71
2015 Q2	$299K	Hold	12,180	–	–	0.2%	77
2015 Q1	$317K	Hold	12,180	–	–	0.21%	56
2014 Q4	$324K	Buy	12,180 +2,380	+24%	+$60.1K	0.21%	56
2014 Q3	$230K	Hold	9,800	–	–	0.19%	58
2014 Q2	$251K	Hold	9,800	–	–	0.18%	53
2014 Q1	$234K	Hold	9,800	–	–	0.19%	52
2013 Q4	$210K	Buy	9,800 +4,800	+96%	+$101K	0.14%	57
2013 Q3	$100K	Buy	5,000 +3,208	+179%	+$66.2K	0.08%	68
2013 Q2	$37K	Buy	+1,792	New	+$35.6K	0.04%	81

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

Norges Bank Oslo, Norway $935B AUM

LifePlan Financial Group's NEE Position: Q3 2020 in Review

LifePlan Financial Group held its NextEra Energy (NEE) position steady in Q3 2020 at 12,452 shares worth $864K. The position accounts for 0.37% of the portfolio, ranked #54.

LifePlan Financial Group first reported a position in NEE in Q2 2013 and has held it in 30 quarters since. 1,909 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

LifePlan Financial Group held 12,452 shares of NextEra Energy worth $864K as of Q3 2020.
LifePlan Financial Group left its NextEra Energy share count unchanged in Q3 2020.
NextEra Energy made up 0.37% of LifePlan Financial Group's portfolio in Q3 2020, its #54 holding.
LifePlan Financial Group first reported a position in NextEra Energy in Q2 2013 and has held it in 30 quarters since.
1,909 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.