Paradigm Financial Advisors’s NextEra Energy NEE Stock Holding History

Paradigm Financial 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 Q4	$287K	Hold	3,072	–	–	0.06%	173
2021 Q3	$241K	Hold	3,072	–	–	0.06%	184
2021 Q2	$225K	Hold	3,072	–	–	0.05%	190
2021 Q1	$232K	Hold	3,072	–	–	0.06%	171
2020 Q4	$237K	Hold	3,072	–	–	0.06%	142
2020 Q3	$213K	Buy	+3,072	New	+$212K	0.06%	121
2014 Q2	–	Sell	-520	Closed	-$12K	–	168
2014 Q1	$12K	Hold	520	–	–	0.01%	197
2013 Q4	$11K	Buy	+520	New	+$11K	0.01%	213

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

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

Norges Bank Oslo, Norway $935B AUM

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

Paradigm Financial Advisors's NEE Position: Q4 2021 in Review

Paradigm Financial Advisors held its NextEra Energy (NEE) position steady in Q4 2021 at 3,072 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #173.

Paradigm Financial Advisors first reported a position in NEE in Q4 2013 and has held it in 8 quarters since. 2,391 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

Paradigm Financial Advisors held 3,072 shares of NextEra Energy worth $287K as of Q4 2021.
Paradigm Financial Advisors left its NextEra Energy share count unchanged in Q4 2021.
NextEra Energy made up 0.06% of Paradigm Financial Advisors's portfolio in Q4 2021, its #173 holding.
Paradigm Financial Advisors first reported a position in NextEra Energy in Q4 2013 and has held it in 8 quarters since.
2,391 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.