S.R. Schill & Associates’s NextEra Energy NEE Stock Holding History

S.R. Schill & Associates’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 Q3	–	Sell	-11,800	Closed	-$865K	–	92
2021 Q2	$865K	Hold	11,800	–	–	0.34%	36
2021 Q1	$892K	Sell	11,800 -2,700	-19%	-$211K	0.39%	35
2020 Q4	$1.12M	Hold	14,500	–	–	0.52%	25
2020 Q3	$1.01M	Hold	14,500	–	–	0.51%	23
2020 Q2	$871K	Hold	14,500	–	–	0.51%	27
2020 Q1	$872K	Hold	14,500	–	–	0.58%	26
2019 Q4	$878K	Hold	14,500	–	–	0.48%	38
2019 Q3	$845K	Hold	14,500	–	–	0.47%	37
2019 Q2	$743K	Hold	14,500	–	–	0.46%	39
2019 Q1	$701K	Hold	14,500	–	–	0.42%	44
2018 Q4	$630K	Hold	14,500	–	–	0.44%	41
2018 Q3	$608K	Hold	14,500	–	–	0.37%	44
2018 Q2	$605K	Hold	14,500	–	–	0.37%	46
2018 Q1	$592K	Hold	14,500	–	–	0.37%	49
2017 Q4	$566K	Hold	14,500	–	–	0.35%	48
2017 Q3	$531K	Hold	14,500	–	–	0.32%	47
2017 Q2	$508K	Hold	14,500	–	–	0.32%	46
2017 Q1	$465K	Hold	14,500	–	–	0.3%	49
2016 Q4	$433K	Hold	14,500	–	–	0.28%	49
2016 Q3	$443K	Hold	14,500	–	–	0.29%	52
2016 Q2	$473K	Hold	14,500	–	–	0.32%	44
2016 Q1	$429K	Hold	14,500	–	–	0.29%	46
2015 Q4	$377K	Hold	14,500	–	–	0.26%	51
2015 Q3	$354K	Hold	14,500	–	–	0.25%	55
2015 Q2	$355K	Hold	14,500	–	–	0.24%	57
2015 Q1	$377K	Hold	14,500	–	–	0.25%	47
2014 Q4	$385K	Buy	+14,500	New	+$366K	0.35%	40

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

S.R. Schill & Associates's NEE Position: Q3 2021 in Review

S.R. Schill & Associates sold out of NextEra Energy (NEE) in Q3 2021, closing a stake of 11,800 shares — an estimated $865K sold.

S.R. Schill & Associates first reported a position in NEE in Q4 2014 and held it in 27 quarters. The position peaked at $1.12M in Q4 2020. 2,154 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

S.R. Schill & Associates reported no remaining NextEra Energy position as of Q3 2021 after selling out during the quarter.
S.R. Schill & Associates sold 11,800 NextEra Energy shares in Q3 2021, an estimated $865K.
S.R. Schill & Associates first reported a position in NextEra Energy in Q4 2014 and held it in 27 quarters.
S.R. Schill & Associates's NextEra Energy position peaked at $1.12M in Q4 2020.
2,154 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on S.R. Schill & Associates's 13F filing for Q3 2021, filed 25 Oct 2021.