Lucia Wealth Services’s NextEra Energy NEE Stock Holding History

Lucia Wealth Services’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	$706K	Buy	10,172 +792	+8%	+$54.7K	0.17%	96
2020 Q2	$563K	Sell	9,380 -132	-1%	-$7.9K	0.15%	98
2020 Q1	$572K	Buy	9,512 +9,276	+3,931%	+$583K	0.19%	96
2019 Q4	$14K	Buy	+236	New	+$13.8K	﹤0.01%	176

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

Lucia Wealth Services's NEE Position: Q3 2020 in Review

Lucia Wealth Services increased its NextEra Energy (NEE) stake by 8.4% in Q3 2020, buying an estimated $54.7K and bringing the position to 10,172 shares worth $706K. The position accounts for 0.17% of the portfolio, ranked #96.

Lucia Wealth Services first reported a position in NEE in Q4 2019 and has held it in 4 quarters since. 1,909 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

Lucia Wealth Services held 10,172 shares of NextEra Energy worth $706K as of Q3 2020.
Lucia Wealth Services bought 792 NextEra Energy shares in Q3 2020, an estimated $54.7K.
NextEra Energy made up 0.17% of Lucia Wealth Services's portfolio in Q3 2020, its #96 holding.
Lucia Wealth Services first reported a position in NextEra Energy in Q4 2019 and has held it in 4 quarters since.
1,909 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.