Resource Management’s NextEra Energy NEE Stock Holding History

Resource 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 Q4	$1.76M	Buy	18,897 +365	+2%	+$31.5K	0.18%	42
2021 Q3	$1.46M	Sell	18,532 -299	-2%	-$24.1K	0.17%	44
2021 Q2	$1.38M	Buy	18,831 +1,511	+9%	+$113K	0.16%	46
2021 Q1	$1.31M	Sell	17,320 -324	-2%	-$25.3K	0.16%	49
2020 Q4	$1.36M	Buy	17,644 +1,164	+7%	+$87.1K	0.19%	46
2020 Q3	$1.14M	Sell	16,480 -392	-2%	-$27.1K	0.19%	45
2020 Q2	$1.01M	Sell	16,872 -2,048	-11%	-$123K	0.18%	47
2020 Q1	$1.14M	Sell	18,920 -536	-3%	-$33.7K	0.24%	38
2019 Q4	$1.18M	Sell	19,456 -260	-1%	-$15.2K	0.19%	43
2019 Q3	$1.15M	Hold	19,716	–	–	0.2%	42
2019 Q2	$1.01M	Sell	19,716 -280	-1%	-$13.8K	0.18%	44
2019 Q1	$966K	Buy	19,996 +380	+2%	+$17.4K	0.17%	49
2018 Q4	$852K	Buy	19,616 +32	+0.2%	+$1.4K	0.18%	52
2018 Q3	$821K	Buy	19,584 +200	+1%	+$8.51K	0.15%	55
2018 Q2	$826K	Sell	19,384 -400	-2%	-$16.2K	0.16%	54
2018 Q1	$808K	Hold	19,784	–	–	0.17%	52
2017 Q4	$747K	Buy	+19,784	New	+$764K	0.15%	58

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Resource Management's NEE Position: Q4 2021 in Review

Resource Management increased its NextEra Energy (NEE) stake by 2% in Q4 2021, buying an estimated $31.5K and bringing the position to 18,897 shares worth $1.76M. The position accounts for 0.18% of the portfolio, ranked #42.

Resource Management first reported a position in NEE in Q4 2017 and has held it in 17 quarters since. 2,392 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

Resource Management held 18,897 shares of NextEra Energy worth $1.76M as of Q4 2021.
Resource Management bought 365 NextEra Energy shares in Q4 2021, an estimated $31.5K.
NextEra Energy made up 0.18% of Resource Management's portfolio in Q4 2021, its #42 holding.
Resource Management first reported a position in NextEra Energy in Q4 2017 and has held it in 17 quarters since.
2,392 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.