PSIWM
NEE icon

Paradigm Strategies in Wealth Management’s NextEra Energy NEE Stock Holding History

Paradigm Strategies in Wealth 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 		– Sell
-1,349
Closed -$99K – 164
2021
Q2 		$99K Buy
1,349
+11
+0.8% +$826 0.09% 73
2021
Q1 		$101K Buy
+1,338
New +$104K 0.1% 68

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

Paradigm Strategies in Wealth Management's NEE Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of NextEra Energy (NEE) in Q3 2021, closing a stake of 1,349 shares — an estimated $99K sold.

Paradigm Strategies in Wealth Management first reported a position in NEE in Q1 2021 and held it in 2 quarters. The position peaked at $101K in Q1 2021. 2,154 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining NextEra Energy position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 1,349 NextEra Energy shares in Q3 2021, an estimated $99K.
  • Paradigm Strategies in Wealth Management first reported a position in NextEra Energy in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's NextEra Energy position peaked at $101K in Q1 2021.
  • 2,154 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.