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Retirement Planning Company of New England’s NextEra Energy NEE Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-1,999
Closed -$186K – 643
2021
Q4 		$186K Buy
+1,999
New +$173K 0.09% 224

Other funds holding NEE

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Retirement Planning Company of New England's NEE Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 1,999 shares — an estimated $186K sold.

Retirement Planning Company of New England first reported a position in NEE in Q4 2021 and held it in 1 quarter. The position peaked at $186K in Q4 2021. 2,368 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 1,999 NextEra Energy shares in Q1 2022, an estimated $186K.
  • Retirement Planning Company of New England first reported a position in NextEra Energy in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's NextEra Energy position peaked at $186K in Q4 2021.
  • 2,368 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.