Price Wealth’s NextEra Energy NEE Stock Holding History

Price Wealth’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 Q3	$15K	Buy	212 +168	+382%	+$11.6K	﹤0.01%	222
2020 Q2	$3K	Sell	44 -148	-77%	-$8.86K	﹤0.01%	271
2020 Q1	$12K	Buy	192 +172	+860%	+$10.8K	﹤0.01%	148
2019 Q4	$1K	Buy	+20	New	+$1.17K	﹤0.01%	340
2018 Q3	–	Sell	-1,020	Closed	-$43K	–	347
2018 Q2	$43K	Buy	1,020 +576	+130%	+$23.3K	0.02%	128
2018 Q1	$18K	Sell	444 -444	-50%	-$17.1K	0.01%	115
2017 Q4	$34K	Buy	+888	New	+$34.3K	0.02%	75

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

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

Norges Bank Oslo, Norway $935B AUM

Price Wealth's NEE Position: Q3 2020 in Review

Price Wealth increased its NextEra Energy (NEE) stake by 382% in Q3 2020, buying an estimated $11.6K and bringing the position to 212 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Price Wealth first reported a position in NEE in Q4 2017 and has held it in 7 quarters since. The position peaked at $43K in Q2 2018. 1,909 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

Price Wealth held 212 shares of NextEra Energy worth $15K as of Q3 2020.
Price Wealth bought 168 NextEra Energy shares in Q3 2020, an estimated $11.6K.
NextEra Energy made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #222 holding.
Price Wealth first reported a position in NextEra Energy in Q4 2017 and has held it in 7 quarters since.
Price Wealth's NextEra Energy position peaked at $43K in Q2 2018.
1,909 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.