Moller Wealth Partners’s NextEra Energy NEE Stock Holding History

Moller Wealth Partners’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	–	Sell	-4,000	Closed	-$240K	–	49
2020 Q2	$240K	Hold	4,000	–	–	0.1%	44
2020 Q1	$241K	Hold	4,000	–	–	0.12%	41
2019 Q4	$242K	Hold	4,000	–	–	0.11%	47
2019 Q3	$233K	Hold	4,000	–	–	0.11%	44
2019 Q2	$205K	Buy	+4,000	New	+$197K	0.11%	49

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

Moller Wealth Partners's NEE Position: Q3 2020 in Review

Moller Wealth Partners sold out of NextEra Energy (NEE) in Q3 2020, closing a stake of 4,000 shares — an estimated $240K sold.

Moller Wealth Partners first reported a position in NEE in Q2 2019 and held it in 5 quarters. The position peaked at $242K in Q4 2019. 1,909 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

Moller Wealth Partners reported no remaining NextEra Energy position as of Q3 2020 after selling out during the quarter.
Moller Wealth Partners sold 4,000 NextEra Energy shares in Q3 2020, an estimated $240K.
Moller Wealth Partners first reported a position in NextEra Energy in Q2 2019 and held it in 5 quarters.
Moller Wealth Partners's NextEra Energy position peaked at $242K in Q4 2019.
1,909 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on Moller Wealth Partners's 13F filing for Q3 2020, filed 19 Oct 2020.