RBA Wealth Management’s NextEra Energy NEE Stock Holding History

RBA 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 Q2	–	Sell	-1,803	Closed	-$136K	–	204
2021 Q1	$136K	Buy	+1,803	New	+$141K	0.12%	68
2020 Q3	–	Sell	-3,756	Closed	-$225K	–	104
2020 Q2	$225K	Sell	3,756 -2,260	-38%	-$135K	0.16%	96
2020 Q1	$362K	Sell	6,016 -64	-1%	-$4.02K	0.31%	76
2019 Q4	$366K	Sell	6,080 -68	-1%	-$3.97K	0.25%	79
2019 Q3	$358K	Sell	6,148 -184	-3%	-$9.96K	0.27%	70
2019 Q2	$324K	Sell	6,332 -156	-2%	-$7.68K	0.25%	66
2019 Q1	$306K	Buy	+6,488	New	+$297K	0.24%	67

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

RBA Wealth Management's NEE Position: Q2 2021 in Review

RBA Wealth Management sold out of NextEra Energy (NEE) in Q2 2021, closing a stake of 1,803 shares — an estimated $136K sold.

RBA Wealth Management first reported a position in NEE in Q1 2019 and held it in 7 quarters. The position peaked at $366K in Q4 2019. 2,144 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

RBA Wealth Management reported no remaining NextEra Energy position as of Q2 2021 after selling out during the quarter.
RBA Wealth Management sold 1,803 NextEra Energy shares in Q2 2021, an estimated $136K.
RBA Wealth Management first reported a position in NextEra Energy in Q1 2019 and held it in 7 quarters.
RBA Wealth Management's NextEra Energy position peaked at $366K in Q4 2019.
2,144 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on RBA Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.