Point View Wealth Management’s NextEra Energy NEE Stock Holding History

Point View 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
2020 Q4	$394K	Hold	5,112	–	–	0.16%	177
2020 Q3	$355K	Hold	5,112	–	–	0.17%	170
2020 Q2	$307K	Hold	5,112	–	–	0.15%	186
2020 Q1	$308K	Hold	5,112	–	–	0.17%	175
2019 Q4	$309K	Hold	5,112	–	–	0.13%	199
2019 Q3	$298K	Hold	5,112	–	–	0.13%	200
2019 Q2	$262K	Hold	5,112	–	–	0.11%	213
2019 Q1	$247K	Sell	5,112 -400	-7%	-$18.3K	0.11%	212
2018 Q4	$240K	Sell	5,512 -204	-4%	-$8.92K	0.12%	204
2018 Q3	$239K	Buy	5,716 +204	+4%	+$8.68K	0.11%	221
2018 Q2	$230K	Hold	5,512	–	–	0.11%	221
2018 Q1	$225K	Hold	5,512	–	–	0.11%	219
2017 Q4	$215K	Hold	5,512	–	–	0.1%	223
2017 Q3	$202K	Buy	+5,512	New	+$202K	0.1%	231

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Point View Wealth Management's NEE Position: Q4 2020 in Review

Point View Wealth Management held its NextEra Energy (NEE) position steady in Q4 2020 at 5,112 shares worth $394K. The position accounts for 0.16% of the portfolio, ranked #177.

Point View Wealth Management first reported a position in NEE in Q3 2017 and has held it in 14 quarters since. 2,130 funds tracked by Wall St. Rank hold NEE as of Q4 2020.

Point View Wealth Management held 5,112 shares of NextEra Energy worth $394K as of Q4 2020.
Point View Wealth Management left its NextEra Energy share count unchanged in Q4 2020.
NextEra Energy made up 0.16% of Point View Wealth Management's portfolio in Q4 2020, its #177 holding.
Point View Wealth Management first reported a position in NextEra Energy in Q3 2017 and has held it in 14 quarters since.
2,130 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.