Navis Wealth Advisors’s NextEra Energy NEE Stock Holding History

Navis Wealth Advisors’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 Q1	–	Sell	-300	Closed	-$23K	–	162
2020 Q4	$23K	Buy	+300	New	+$22.4K	0.02%	158

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Navis Wealth Advisors's NEE Position: Q1 2021 in Review

Navis Wealth Advisors sold out of NextEra Energy (NEE) in Q1 2021, closing a stake of 300 shares — an estimated $23K sold.

Navis Wealth Advisors first reported a position in NEE in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 2,148 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

Navis Wealth Advisors reported no remaining NextEra Energy position as of Q1 2021 after selling out during the quarter.
Navis Wealth Advisors sold 300 NextEra Energy shares in Q1 2021, an estimated $23K.
Navis Wealth Advisors first reported a position in NextEra Energy in Q4 2020 and held it in 1 quarter.
Navis Wealth Advisors's NextEra Energy position peaked at $23K in Q4 2020.
2,148 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on Navis Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.