Nachman Norwood & Parrott’s NextEra Energy NEE Stock Holding History

Nachman Norwood & Parrott’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 Q2	$5.87M	Sell	80,035 -110	-0.1%	-$8.26K	0.6%	33
2021 Q1	$6.06M	Sell	80,145 -568	-0.7%	-$44.3K	0.67%	32
2020 Q4	$6.23M	Buy	80,713 +129	+0.2%	+$9.65K	0.73%	28
2020 Q3	$5.59M	Sell	80,584 -256	-0.3%	-$17.7K	0.75%	29
2020 Q2	$4.85M	Sell	80,840 -596	-0.7%	-$35.7K	0.8%	21
2020 Q1	$4.9M	Buy	81,436 +668	+0.8%	+$42K	0.99%	17
2019 Q4	$4.89M	Sell	80,768 -780	-1%	-$45.5K	0.8%	19
2019 Q3	$4.75M	Sell	81,548 -220	-0.3%	-$11.9K	0.85%	19
2019 Q2	$4.19M	Sell	81,768 -288	-0.4%	-$14.2K	0.75%	24
2019 Q1	$3.97M	Sell	82,056 -128	-0.2%	-$5.85K	0.74%	25
2018 Q4	$3.57M	Buy	+82,184	New	+$3.59M	0.74%	26

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

Nachman Norwood & Parrott's NEE Position: Q2 2021 in Review

Nachman Norwood & Parrott reduced its NextEra Energy (NEE) stake by 0.14% in Q2 2021, selling an estimated $8.26K and leaving 80,035 shares worth $5.87M. The position accounts for 0.6% of the portfolio, ranked #33.

Nachman Norwood & Parrott first reported a position in NEE in Q4 2018 and has held it in 11 quarters since. The position peaked at $6.23M in Q4 2020. 2,145 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

Nachman Norwood & Parrott held 80,035 shares of NextEra Energy worth $5.87M as of Q2 2021.
Nachman Norwood & Parrott sold 110 NextEra Energy shares in Q2 2021, an estimated $8.26K.
NextEra Energy made up 0.6% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #33 holding.
Nachman Norwood & Parrott first reported a position in NextEra Energy in Q4 2018 and has held it in 11 quarters since.
Nachman Norwood & Parrott's NextEra Energy position peaked at $6.23M in Q4 2020.
2,145 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.