Shine Investment Advisory Services’s NextEra Energy NEE Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$86K	Hold	1,244	–	–	0.03%	214
2020 Q2	$75K	Hold	1,244	–	–	0.03%	230
2020 Q1	$75K	Hold	1,244	–	–	0.03%	217
2019 Q4	$75K	Hold	1,244	–	–	0.03%	250
2019 Q3	$72K	Hold	1,244	–	–	0.03%	236
2019 Q2	$64K	Hold	1,244	–	–	0.03%	260
2019 Q1	$60K	Hold	1,244	–	–	0.03%	272
2018 Q4	$54K	Hold	1,244	–	–	0.03%	268
2018 Q3	$52K	Sell	1,244 -136	-10%	-$5.79K	0.03%	293
2018 Q2	$58K	Hold	1,380	–	–	0.03%	280
2018 Q1	$56K	Hold	1,380	–	–	0.03%	277
2017 Q4	$54K	Hold	1,380	–	–	0.03%	291
2017 Q3	$51K	Sell	1,380 -156	-10%	-$5.71K	0.03%	291
2017 Q2	$54K	Buy	+1,536	New	+$52.5K	0.03%	265

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Shine Investment Advisory Services's NEE Position: Q3 2020 in Review

Shine Investment Advisory Services held its NextEra Energy (NEE) position steady in Q3 2020 at 1,244 shares worth $86K. The position accounts for 0.03% of the portfolio, ranked #214.

Shine Investment Advisory Services first reported a position in NEE in Q2 2017 and has held it in 14 quarters since. 1,910 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

Shine Investment Advisory Services held 1,244 shares of NextEra Energy worth $86K as of Q3 2020.
Shine Investment Advisory Services left its NextEra Energy share count unchanged in Q3 2020.
NextEra Energy made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #214 holding.
Shine Investment Advisory Services first reported a position in NextEra Energy in Q2 2017 and has held it in 14 quarters since.
1,910 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.