Mercer Capital Advisers’s NextEra Energy NEE Stock Holding History

Mercer Capital Advisers’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	$660K	Sell	8,400 -2,300	-21%	-$185K	0.35%	51
2021 Q2	$784K	Hold	10,700	–	–	0.39%	46
2021 Q1	$809K	Sell	10,700 -300	-3%	-$23.4K	0.43%	45
2020 Q4	$849K	Hold	11,000	–	–	0.47%	38
2020 Q3	$763K	Hold	11,000	–	–	0.47%	38
2020 Q2	$660K	Buy	11,000 +2,000	+22%	+$120K	0.42%	43
2020 Q1	$541K	Sell	9,000 -2,000	-18%	-$126K	0.4%	44
2019 Q4	$666K	Hold	11,000	–	–	0.4%	48
2019 Q3	$641K	Hold	11,000	–	–	0.41%	47
2019 Q2	$563K	Hold	11,000	–	–	0.36%	49
2019 Q1	$532K	Sell	11,000 -48	-0.4%	-$2.19K	0.36%	47
2018 Q4	$480K	Hold	11,048	–	–	0.36%	48
2018 Q3	$463K	Hold	11,048	–	–	0.31%	58
2018 Q2	$461K	Sell	11,048 -800	-7%	-$32.3K	0.33%	56
2018 Q1	$484K	Buy	11,848 +48	+0.4%	+$1.85K	0.36%	54
2017 Q4	$461K	Hold	11,800	–	–	0.33%	53
2017 Q3	$432K	Hold	11,800	–	–	0.32%	59
2017 Q2	$413K	Hold	11,800	–	–	0.31%	59
2017 Q1	$379K	Hold	11,800	–	–	0.29%	63
2016 Q4	$352K	Sell	11,800 -400	-3%	-$12K	0.28%	63
2016 Q3	$373K	Hold	12,200	–	–	0.3%	64
2016 Q2	$398K	Sell	12,200 -200	-2%	-$6K	0.33%	57
2016 Q1	$367K	Hold	12,400	–	–	0.31%	61
2015 Q4	$322K	Hold	12,400	–	–	0.28%	66
2015 Q3	$302K	Hold	12,400	–	–	0.28%	67
2015 Q2	$304K	Hold	12,400	–	–	0.27%	71
2015 Q1	$323K	Hold	12,400	–	–	0.29%	65
2014 Q4	$329K	Buy	+12,400	New	+$313K	0.29%	64

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

Mercer Capital Advisers's NEE Position: Q3 2021 in Review

Mercer Capital Advisers reduced its NextEra Energy (NEE) stake by 21% in Q3 2021, selling an estimated $185K and leaving 8,400 shares worth $660K. The position accounts for 0.35% of the portfolio, ranked #51.

Mercer Capital Advisers first reported a position in NEE in Q4 2014 and has held it in 28 quarters since. The position peaked at $849K in Q4 2020. 2,154 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

Mercer Capital Advisers held 8,400 shares of NextEra Energy worth $660K as of Q3 2021.
Mercer Capital Advisers sold 2,300 NextEra Energy shares in Q3 2021, an estimated $185K.
NextEra Energy made up 0.35% of Mercer Capital Advisers's portfolio in Q3 2021, its #51 holding.
Mercer Capital Advisers first reported a position in NextEra Energy in Q4 2014 and has held it in 28 quarters since.
Mercer Capital Advisers's NextEra Energy position peaked at $849K in Q4 2020.
2,154 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.