RPG Investment Advisory’s NextEra Energy NEE Stock Holding History

RPG Investment Advisory’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	–	Sell	-150	Closed	-$12K	–	245
2021 Q3	$12K	Hold	150	–	–	﹤0.01%	205
2021 Q2	$11K	Hold	150	–	–	﹤0.01%	213
2021 Q1	$11K	Sell	150 -50	-25%	-$3.9K	﹤0.01%	210
2020 Q4	$15K	Sell	200 -80	-29%	-$5.98K	﹤0.01%	180
2020 Q3	$19K	Sell	280 -24	-8%	-$1.66K	﹤0.01%	151
2020 Q2	$18K	Buy	+304	New	+$18.2K	﹤0.01%	151
2019 Q2	–	Sell	-868	Closed	-$42K	–	282
2019 Q1	$42K	Buy	+868	New	+$39.7K	0.01%	119
2018 Q3	–	Sell	-132	Closed	-$6K	–	311
2018 Q2	$6K	Hold	132	–	–	﹤0.01%	249
2018 Q1	$5K	Sell	132 -220	-63%	-$8.48K	﹤0.01%	332
2017 Q4	$14K	Hold	352	–	–	﹤0.01%	250
2017 Q3	$13K	Buy	+352	New	+$12.9K	﹤0.01%	229

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RPG Investment Advisory's NEE Position: Q4 2021 in Review

RPG Investment Advisory sold out of NextEra Energy (NEE) in Q4 2021, closing a stake of 150 shares — an estimated $12K sold.

RPG Investment Advisory first reported a position in NEE in Q3 2017 and held it in 11 quarters. The position peaked at $42K in Q1 2019. 2,391 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

RPG Investment Advisory reported no remaining NextEra Energy position as of Q4 2021 after selling out during the quarter.
RPG Investment Advisory sold 150 NextEra Energy shares in Q4 2021, an estimated $12K.
RPG Investment Advisory first reported a position in NextEra Energy in Q3 2017 and held it in 11 quarters.
RPG Investment Advisory's NextEra Energy position peaked at $42K in Q1 2019.
2,391 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on RPG Investment Advisory's 13F filing for Q4 2021, filed 28 Jan 2022.