Mid Atlantic Financial Management’s NextEra Energy NEE Stock Holding History

Mid Atlantic 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	$3.76M	Buy	47,879 +316	+0.7%	+$25.5K	0.25%	83
2021 Q2	$3.48M	Buy	47,563 +1,249	+3%	+$93.7K	0.23%	90
2021 Q1	$3.5M	Sell	46,314 -1,500	-3%	-$117K	0.26%	89
2020 Q4	$3.69M	Sell	47,814 -140,850	-75%	-$10.5M	0.28%	84
2020 Q3	$3.56M	Buy	188,664 +159,748	+552%	+$11M	0.31%	73
2020 Q2	$1.74M	Sell	28,916 -7,068	-20%	-$423K	0.17%	121
2020 Q1	$2.17M	Buy	35,984 +2,320	+7%	+$146K	0.25%	88
2019 Q4	$2.04M	Sell	33,664 -864	-3%	-$50.4K	0.19%	116
2019 Q3	$2.01M	Buy	34,528 +920	+3%	+$49.8K	0.21%	96
2019 Q2	$1.72M	Buy	33,608 +1,912	+6%	+$94.1K	0.18%	115
2019 Q1	$1.53M	Buy	31,696 +12,000	+61%	+$549K	0.17%	115
2018 Q4	$856K	Buy	+19,696	New	+$861K	0.11%	186

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

Mid Atlantic Financial Management's NEE Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its NextEra Energy (NEE) stake by 0.66% in Q3 2021, buying an estimated $25.5K and bringing the position to 47,879 shares worth $3.76M. The position accounts for 0.25% of the portfolio, ranked #83.

Mid Atlantic Financial Management first reported a position in NEE in Q4 2018 and has held it in 12 quarters since. 2,155 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

Mid Atlantic Financial Management held 47,879 shares of NextEra Energy worth $3.76M as of Q3 2021.
Mid Atlantic Financial Management bought 316 NextEra Energy shares in Q3 2021, an estimated $25.5K.
NextEra Energy made up 0.25% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #83 holding.
Mid Atlantic Financial Management first reported a position in NextEra Energy in Q4 2018 and has held it in 12 quarters since.
2,155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.