Optimal Asset Management’s NextEra Energy NEE Stock Holding History

Optimal Asset Management’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 Q3	$1.58M	Buy	20,152 +23	+0.1%	+$1.85K	0.2%	174
2021 Q2	$1.48M	Buy	20,129 +1	+0%	+$75	0.17%	195
2021 Q1	$1.52M	Sell	20,128 -499	-2%	-$38.9K	0.2%	176
2020 Q4	$1.59M	Sell	20,627 -25	-0.1%	-$1.87K	0.23%	156
2020 Q3	$1.43M	Buy	20,652 +892	+5%	+$61.6K	0.21%	162
2020 Q2	$1.19M	Sell	19,760 -17,256	-47%	-$1.03M	0.19%	178
2020 Q1	$2.23K	Buy	37,016 +15,588	+73%	+$980K	0.21%	168
2019 Q4	$1.3M	Buy	+21,428	New	+$1.25M	0.2%	194

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

Optimal Asset Management's NEE Position: Q3 2021 in Review

Optimal Asset Management increased its NextEra Energy (NEE) stake by 0.11% in Q3 2021, buying an estimated $1.85K and bringing the position to 20,152 shares worth $1.58M. The position accounts for 0.2% of the portfolio, ranked #174.

Optimal Asset Management first reported a position in NEE in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.59M in Q4 2020. 2,154 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

Optimal Asset Management held 20,152 shares of NextEra Energy worth $1.58M as of Q3 2021.
Optimal Asset Management bought 23 NextEra Energy shares in Q3 2021, an estimated $1.85K.
NextEra Energy made up 0.2% of Optimal Asset Management's portfolio in Q3 2021, its #174 holding.
Optimal Asset Management first reported a position in NextEra Energy in Q4 2019 and has held it in 8 quarters since.
Optimal Asset Management's NextEra Energy position peaked at $1.59M in Q4 2020.
2,154 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.