Regal Wealth Group’s NextEra Energy NEE Stock Holding History

Regal Wealth 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	–	Sell	-27	Closed	-$2K	–	176
2021 Q1	$2K	Buy	27 +14	+108%	+$1.09K	﹤0.01%	218
2020 Q4	$1K	Buy	+13	New	+$972	﹤0.01%	208

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

Regal Wealth Group's NEE Position: Q2 2021 in Review

Regal Wealth Group sold out of NextEra Energy (NEE) in Q2 2021, closing a stake of 27 shares — an estimated $2K sold.

Regal Wealth Group first reported a position in NEE in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 2,144 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

Regal Wealth Group reported no remaining NextEra Energy position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 27 NextEra Energy shares in Q2 2021, an estimated $2K.
Regal Wealth Group first reported a position in NextEra Energy in Q4 2020 and held it in 2 quarters.
Regal Wealth Group's NextEra Energy position peaked at $2K in Q1 2021.
2,144 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.