Sonora Investment Management’s NextEra Energy NEE Stock Holding History

Sonora Investment 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 Q3	$432K	Buy	5,505 +153	+3%	+$12.3K	0.05%	141
2021 Q2	$392K	Buy	5,352 +2,493	+87%	+$187K	0.05%	144
2021 Q1	$216K	Sell	2,859 -3,955	-58%	-$309K	0.02%	283
2020 Q4	$526K	Buy	6,814 +1,626	+31%	+$122K	0.04%	207
2020 Q3	$360K	Buy	5,188 +132	+3%	+$9.11K	0.03%	217
2020 Q2	$303K	Buy	5,056 +188	+4%	+$11.3K	0.03%	212
2020 Q1	$293K	Buy	4,868 +200	+4%	+$12.6K	0.03%	204
2019 Q4	$283K	Buy	4,668 +64	+1%	+$3.74K	0.03%	227
2019 Q3	$268K	Sell	4,604 -1,044	-18%	-$56.5K	0.03%	227
2019 Q2	$289K	Buy	5,648 +1,456	+35%	+$71.6K	0.03%	223
2019 Q1	$203K	Buy	4,192 +112	+3%	+$5.12K	0.02%	232
2018 Q4	$177K	Hold	4,080	–	–	0.03%	227
2018 Q3	$171K	Hold	4,080	–	–	0.02%	222
2018 Q2	$170K	Sell	4,080 -172	-4%	-$6.95K	0.03%	217
2018 Q1	$174K	Buy	4,252 +172	+4%	+$6.63K	0.03%	209
2017 Q4	$159K	Hold	4,080	–	–	0.03%	213
2017 Q3	$149K	Hold	4,080	–	–	0.03%	212
2017 Q2	$143K	Hold	4,080	–	–	0.03%	210
2017 Q1	$131K	Hold	4,080	–	–	0.03%	214
2016 Q4	$122K	Hold	4,080	–	–	0.03%	203
2016 Q3	$125K	Hold	4,080	–	–	0.03%	199
2016 Q2	$133K	Sell	4,080 -2,500	-38%	-$75.1K	0.03%	170
2016 Q1	$188K	Buy	6,580 +32	+0.5%	+$898	0.05%	160
2015 Q4	$170K	Sell	6,548 -848	-11%	-$21.5K	0.04%	137
2015 Q3	$175K	Buy	+7,396	New	+$188K	0.05%	126

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

Sonora Investment Management's NEE Position: Q3 2021 in Review

Sonora Investment Management increased its NextEra Energy (NEE) stake by 2.9% in Q3 2021, buying an estimated $12.3K and bringing the position to 5,505 shares worth $432K. The position accounts for 0.05% of the portfolio, ranked #141.

Sonora Investment Management first reported a position in NEE in Q3 2015 and has held it in 25 quarters since. The position peaked at $526K in Q4 2020. 2,155 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

Sonora Investment Management held 5,505 shares of NextEra Energy worth $432K as of Q3 2021.
Sonora Investment Management bought 153 NextEra Energy shares in Q3 2021, an estimated $12.3K.
NextEra Energy made up 0.05% of Sonora Investment Management's portfolio in Q3 2021, its #141 holding.
Sonora Investment Management first reported a position in NextEra Energy in Q3 2015 and has held it in 25 quarters since.
Sonora Investment Management's NextEra Energy position peaked at $526K in Q4 2020.
2,155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.