Monterey Private Wealth’s NextEra Energy NEE Stock Holding History

Monterey Private Wealth’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 Q4	–	Sell	-2,547	Closed	-$202K	–	105
2021 Q3	$202K	Buy	+2,547	New	+$205K	0.11%	98

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Monterey Private Wealth's NEE Position: Q4 2021 in Review

Monterey Private Wealth sold out of NextEra Energy (NEE) in Q4 2021, closing a stake of 2,547 shares — an estimated $202K sold.

Monterey Private Wealth first reported a position in NEE in Q3 2021 and held it in 1 quarter. The position peaked at $202K in Q3 2021. 2,391 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

Monterey Private Wealth reported no remaining NextEra Energy position as of Q4 2021 after selling out during the quarter.
Monterey Private Wealth sold 2,547 NextEra Energy shares in Q4 2021, an estimated $202K.
Monterey Private Wealth first reported a position in NextEra Energy in Q3 2021 and held it in 1 quarter.
Monterey Private Wealth's NextEra Energy position peaked at $202K in Q3 2021.
2,391 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on Monterey Private Wealth's 13F filing for Q4 2021, filed 18 Jan 2022.