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Princeton Portfolio Strategies Group’s NextEra Energy NEE Stock Holding History

Princeton Portfolio Strategies Group’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
Q2 		$8.1M Buy
110,565
+8,052
+8% +$604K 1.57% 26
2021
Q1 		$7.75M Buy
102,513
+13,708
+15% +$1.07M 1.5% 25
2020
Q4 		$6.85M Sell
88,805
-1,075
-1% -$80.4K 1.35% 26
2020
Q3 		$6.24M Sell
89,880
-2,264
-2% -$156K 1.36% 27
2020
Q2 		$5.53M Sell
92,144
-888
-1% -$53.2K 1.32% 27
2020
Q1 		$5.6M Sell
93,032
-1,752
-2% -$110K 1.62% 22
2019
Q4 		$5.74M Sell
94,784
-100
-0.1% -$5.84K 1.35% 26
2019
Q3 		$5.53M Sell
94,884
-2,228
-2% -$121K 1.38% 27
2019
Q2 		$4.97M Buy
97,112
+268
+0.3% +$13.2K 1.26% 28
2019
Q1 		$4.68M Sell
96,844
-3,072
-3% -$140K 1.25% 27
2018
Q4 		$4.34M Sell
99,916
-10,720
-10% -$469K 1.35% 24
2018
Q3 		$4.64M Buy
110,636
+8,252
+8% +$351K 1.2% 26
2018
Q2 		$4.28M Sell
102,384
-6,600
-6% -$267K 1.24% 29
2018
Q1 		$4.45M Sell
108,984
-4,696
-4% -$181K 1.26% 26
2017
Q4 		$4.44M Sell
113,680
-7,908
-7% -$305K 1.21% 27
2017
Q3 		$4.46M Sell
121,588
-86,408
-42% -$3.17M 1.21% 28
2017
Q2 		$5.15M Buy
207,996
+87,732
+73% +$3M 1.47% 23
2017
Q1 		$3.86M Buy
120,264
+11,944
+11% +$376K 1.15% 30
2016
Q4 		$3.23M Buy
108,320
+1,500
+1% +$44.8K 1.02% 34
2016
Q3 		$3.27M Sell
106,820
-6,168
-5% -$194K 1.03% 35
2016
Q2 		$3.68M Buy
112,988
+1,268
+1% +$38.1K 1.19% 32
2016
Q1 		$3.31M Buy
111,720
+7,160
+7% +$201K 1.12% 34
2015
Q4 		$2.72M Buy
104,560
+9,100
+10% +$230K 0.96% 38
2015
Q3 		$2.33M Buy
95,460
+2,996
+3% +$76.2K 0.95% 37
2015
Q2 		$2.27M Buy
92,464
+14,168
+18% +$360K 0.8% 47
2015
Q1 		$2.04M Sell
78,296
-1,600
-2% -$42.2K 0.79% 52
2014
Q4 		$2.12M Hold
79,896
– – 0.84% 48
2014
Q3 		$1.88M Hold
79,896
– – 0.79% 51
2014
Q2 		$2.05M Buy
79,896
+68,268
+587% +$1.66M 0.88% 45
2014
Q1 		$278K Buy
11,628
+400
+4% +$9.06K 0.18% 99
2013
Q4 		$240K Buy
+11,228
New +$237K 0.16% 104

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

Princeton Portfolio Strategies Group's NEE Position: Q2 2021 in Review

Princeton Portfolio Strategies Group increased its NextEra Energy (NEE) stake by 7.9% in Q2 2021, buying an estimated $604K and bringing the position to 110,565 shares worth $8.1M. The position accounts for 1.57% of the portfolio, ranked #26.

Princeton Portfolio Strategies Group first reported a position in NEE in Q4 2013 and has held it in 31 quarters since. 2,144 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

  • Princeton Portfolio Strategies Group held 110,565 shares of NextEra Energy worth $8.1M as of Q2 2021.
  • Princeton Portfolio Strategies Group bought 8,052 NextEra Energy shares in Q2 2021, an estimated $604K.
  • NextEra Energy made up 1.57% of Princeton Portfolio Strategies Group's portfolio in Q2 2021, its #26 holding.
  • Princeton Portfolio Strategies Group first reported a position in NextEra Energy in Q4 2013 and has held it in 31 quarters since.
  • 2,144 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2021, filed 2 Aug 2021.