MD Financial Management’s NextEra Energy NEE Stock Holding History

MD Financial 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	-13,667	Closed	-$1M	–	313
2021 Q2	$1M	Buy	+13,667	New	+$1.03M	0.03%	245

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

MD Financial Management's NEE Position: Q3 2021 in Review

MD Financial Management sold out of NextEra Energy (NEE) in Q3 2021, closing a stake of 13,667 shares — an estimated $1M sold.

MD Financial Management first reported a position in NEE in Q2 2021 and held it in 1 quarter. The position peaked at $1M in Q2 2021. 2,154 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

MD Financial Management reported no remaining NextEra Energy position as of Q3 2021 after selling out during the quarter.
MD Financial Management sold 13,667 NextEra Energy shares in Q3 2021, an estimated $1M.
MD Financial Management first reported a position in NextEra Energy in Q2 2021 and held it in 1 quarter.
MD Financial Management's NextEra Energy position peaked at $1M in Q2 2021.
2,154 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on MD Financial Management's 13F filing for Q3 2021, filed 15 Nov 2021.