Mezzasalma Advisors’s NextEra Energy NEE Stock Holding History

Mezzasalma Advisors’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 Q1	–	Sell	-33,883	Closed	-$2.61M	–	99
2020 Q4	$2.61M	Buy	+33,883	New	+$2.53M	1.67%	17

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mezzasalma Advisors's NEE Position: Q1 2021 in Review

Mezzasalma Advisors sold out of NextEra Energy (NEE) in Q1 2021, closing a stake of 33,883 shares — an estimated $2.61M sold.

Mezzasalma Advisors first reported a position in NEE in Q4 2020 and held it in 1 quarter. The position peaked at $2.61M in Q4 2020. 2,148 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

Mezzasalma Advisors reported no remaining NextEra Energy position as of Q1 2021 after selling out during the quarter.
Mezzasalma Advisors sold 33,883 NextEra Energy shares in Q1 2021, an estimated $2.61M.
Mezzasalma Advisors first reported a position in NextEra Energy in Q4 2020 and held it in 1 quarter.
Mezzasalma Advisors's NextEra Energy position peaked at $2.61M in Q4 2020.
2,148 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on Mezzasalma Advisors's 13F filing for Q1 2021, filed 1 Jun 2021.