NFP
NEE icon

Novak Financial Planning’s NextEra Energy NEE Stock Holding History

Novak Financial Planning’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 		$493K Buy
6,727
+125
+2% +$9.38K 0.24% 88
2021
Q1 		$499K Buy
6,602
+263
+4% +$20.5K 0.27% 82
2020
Q4 		$489K Buy
+6,339
New +$474K 0.29% 81

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Novak Financial Planning's NEE Position: Q2 2021 in Review

Novak Financial Planning increased its NextEra Energy (NEE) stake by 1.9% in Q2 2021, buying an estimated $9.38K and bringing the position to 6,727 shares worth $493K. The position accounts for 0.24% of the portfolio, ranked #88.

Novak Financial Planning first reported a position in NEE in Q4 2020 and has held it in 3 quarters since. The position peaked at $499K in Q1 2021. 2,144 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

  • Novak Financial Planning held 6,727 shares of NextEra Energy worth $493K as of Q2 2021.
  • Novak Financial Planning bought 125 NextEra Energy shares in Q2 2021, an estimated $9.38K.
  • NextEra Energy made up 0.24% of Novak Financial Planning's portfolio in Q2 2021, its #88 holding.
  • Novak Financial Planning first reported a position in NextEra Energy in Q4 2020 and has held it in 3 quarters since.
  • Novak Financial Planning's NextEra Energy position peaked at $499K in Q1 2021.
  • 2,144 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.