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Mosaic Family Wealth’s NextEra Energy NEE Stock Holding History

Mosaic Family 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 		$2.07M Buy
22,214
+11
+0% +$951 0.54% 28
2021
Q3 		$1.74M Buy
22,203
+12
+0.1% +$968 0.48% 30
2021
Q2 		$1.63M Buy
22,191
+13
+0.1% +$976 0.47% 31
2021
Q1 		$1.68M Buy
22,178
+121
+0.5% +$9.44K 0.48% 33
2020
Q4 		$1.7M Buy
22,057
+5
+0% +$374 0.57% 29
2020
Q3 		$1.53M Sell
22,052
-228
-1% -$15.7K 0.57% 25
2020
Q2 		$1.34M Buy
22,280
+16
+0.1% +$958 0.55% 27
2020
Q1 		$1.34M Buy
22,264
+16
+0.1% +$1.01K 0.68% 24
2019
Q4 		$1.35M Buy
22,248
+252
+1% +$14.7K 0.54% 28
2019
Q3 		$1.28M Buy
21,996
+4
+0% +$216 0.53% 29
2019
Q2 		$1.13M Buy
21,992
+8
+0% +$394 0.47% 32
2019
Q1 		$1.06M Buy
21,984
+8
+0% +$366 0.43% 31
2018
Q4 		$955K Buy
21,976
+4
+0% +$175 0.39% 35
2018
Q3 		$981K Sell
21,972
-240
-1% -$10.2K 0.4% 37
2018
Q2 		$928K Sell
22,212
-228
-1% -$9.21K 0.35% 44
2018
Q1 		$916K Buy
22,440
+544
+2% +$21K 0.34% 46
2017
Q4 		$855K Buy
21,896
+596
+3% +$23K 0.31% 48
2017
Q3 		$780K Buy
21,300
+4
+0% +$147 0.3% 56
2017
Q2 		$746K Sell
21,296
-332
-2% -$11.3K 0.31% 59
2017
Q1 		$693K Sell
21,628
-196
-0.9% -$6.16K 0.3% 63
2016
Q4 		$652K Sell
21,824
-792
-4% -$23.7K 0.3% 61
2016
Q3 		$692K Buy
22,616
+4
+0% +$126 0.32% 60
2016
Q2 		$737K Sell
22,612
-784
-3% -$23.5K 0.36% 52
2016
Q1 		$692K Buy
23,396
+92
+0.4% +$2.58K 0.33% 59
2015
Q4 		$605K Buy
+23,304
New +$590K 0.27% 72

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mosaic Family Wealth's NEE Position: Q4 2021 in Review

Mosaic Family Wealth increased its NextEra Energy (NEE) stake by 0.05% in Q4 2021, buying an estimated $951 and bringing the position to 22,214 shares worth $2.07M. The position accounts for 0.54% of the portfolio, ranked #28.

Mosaic Family Wealth first reported a position in NEE in Q4 2015 and has held it in 25 quarters since. 2,392 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

  • Mosaic Family Wealth held 22,214 shares of NextEra Energy worth $2.07M as of Q4 2021.
  • Mosaic Family Wealth bought 11 NextEra Energy shares in Q4 2021, an estimated $951.
  • NextEra Energy made up 0.54% of Mosaic Family Wealth's portfolio in Q4 2021, its #28 holding.
  • Mosaic Family Wealth first reported a position in NextEra Energy in Q4 2015 and has held it in 25 quarters since.
  • 2,392 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.