Norris Perne & French’s NextEra Energy NEE Stock Holding History

Norris Perne & French’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	-4,028	Closed	-$311K	–	155
2020 Q4	$311K	Buy	4,028 +180	+5%	+$13.5K	0.03%	131
2020 Q3	$267K	Buy	+3,848	New	+$266K	0.03%	132
2016 Q1	–	Sell	-8,456	Closed	-$220K	–	157
2015 Q4	$220K	Hold	8,456	–	–	0.05%	140
2015 Q3	$206K	Buy	+8,456	New	+$215K	0.05%	141
2015 Q1	–	Sell	-8,956	Closed	-$238K	–	171
2014 Q4	$238K	Sell	8,956 -1,600	-15%	-$40.4K	0.04%	153
2014 Q3	$248K	Sell	10,556 -1,400	-12%	-$33.8K	0.05%	146
2014 Q2	$306K	Buy	11,956 +200	+2%	+$4.87K	0.06%	132
2014 Q1	$281K	Buy	+11,756	New	+$266K	0.06%	139
2013 Q3	–	Sell	-10,296	Closed	-$209K	–	195
2013 Q2	$209K	Buy	+10,296	New	+$204K	0.04%	182

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Norris Perne & French's NEE Position: Q1 2021 in Review

Norris Perne & French sold out of NextEra Energy (NEE) in Q1 2021, closing a stake of 4,028 shares — an estimated $311K sold.

Norris Perne & French first reported a position in NEE in Q2 2013 and held it in 9 quarters. The position peaked at $311K in Q4 2020. 2,150 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

Norris Perne & French reported no remaining NextEra Energy position as of Q1 2021 after selling out during the quarter.
Norris Perne & French sold 4,028 NextEra Energy shares in Q1 2021, an estimated $311K.
Norris Perne & French first reported a position in NextEra Energy in Q2 2013 and held it in 9 quarters.
Norris Perne & French's NextEra Energy position peaked at $311K in Q4 2020.
2,150 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on Norris Perne & French's 13F filing for Q1 2021, filed 30 Apr 2021.