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Paragon Capital Management (Colorado)’s NextEra Energy NEE Stock Holding History

Paragon Capital Management (Colorado)’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
2022
Q1 		– Sell
-800
Closed -$75K – 409
2021
Q4 		$75K Buy
+800
New +$69.1K 0.01% 304

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Paragon Capital Management (Colorado)'s NEE Position: Q1 2022 in Review

Paragon Capital Management (Colorado) sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 800 shares — an estimated $75K sold.

Paragon Capital Management (Colorado) first reported a position in NEE in Q4 2021 and held it in 1 quarter. The position peaked at $75K in Q4 2021. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

  • Paragon Capital Management (Colorado) reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
  • Paragon Capital Management (Colorado) sold 800 NextEra Energy shares in Q1 2022, an estimated $75K.
  • Paragon Capital Management (Colorado) first reported a position in NextEra Energy in Q4 2021 and held it in 1 quarter.
  • Paragon Capital Management (Colorado)'s NextEra Energy position peaked at $75K in Q4 2021.
  • 2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Paragon Capital Management (Colorado)'s 13F filing for Q1 2022, filed 19 Apr 2022.