Northstar Wealth Partners’s NextEra Energy NEE Stock Holding History

Northstar Wealth Partners’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
2020 Q3	$228K	Sell	3,288 -3,392	-51%	-$234K	0.11%	133
2020 Q2	$401K	Hold	6,680	–	–	0.17%	114
2020 Q1	$401K	Hold	6,680	–	–	0.2%	104
2019 Q4	$404K	Sell	6,680 -264	-4%	-$15.4K	0.17%	126
2019 Q3	$404K	Buy	6,944 +840	+14%	+$45.5K	0.18%	126
2019 Q2	$313K	Hold	6,104	–	–	0.14%	143
2019 Q1	$295K	Hold	6,104	–	–	0.14%	144
2018 Q4	$265K	Buy	6,104 +336	+6%	+$14.7K	0.14%	141
2018 Q3	$241K	Buy	5,768 +96	+2%	+$4.09K	0.12%	153
2018 Q2	$236K	Hold	5,672	–	–	0.12%	166
2018 Q1	$231K	Buy	+5,672	New	+$219K	0.12%	171
2017 Q3	–	Sell	-6,588	Closed	-$232K	–	135
2017 Q2	$232K	Hold	6,588	–	–	0.21%	117
2017 Q1	$215K	Buy	+6,588	New	+$207K	0.2%	122

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Northstar Wealth Partners's NEE Position: Q3 2020 in Review

Northstar Wealth Partners reduced its NextEra Energy (NEE) stake by 51% in Q3 2020, selling an estimated $234K and leaving 3,288 shares worth $228K. The position accounts for 0.11% of the portfolio, ranked #133.

Northstar Wealth Partners first reported a position in NEE in Q1 2017 and has held it in 13 quarters since. The position peaked at $404K in Q4 2019. 1,910 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

Northstar Wealth Partners held 3,288 shares of NextEra Energy worth $228K as of Q3 2020.
Northstar Wealth Partners sold 3,392 NextEra Energy shares in Q3 2020, an estimated $234K.
NextEra Energy made up 0.11% of Northstar Wealth Partners's portfolio in Q3 2020, its #133 holding.
Northstar Wealth Partners first reported a position in NextEra Energy in Q1 2017 and has held it in 13 quarters since.
Northstar Wealth Partners's NextEra Energy position peaked at $404K in Q4 2019.
1,910 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.