Stelac Advisory Services’s NextEra Energy NEE Stock Holding History

Stelac 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
2021 Q4	–	Sell	-1,301	Closed	-$102K	–	216
2021 Q3	$102K	Sell	1,301 -2,910	-69%	-$235K	0.03%	212
2021 Q2	$309K	Buy	4,211 +2,884	+217%	+$216K	0.07%	173
2021 Q1	$100K	Sell	1,327 -103	-7%	-$8.04K	0.04%	229
2020 Q4	$110K	Buy	+1,430	New	+$107K	0.03%	241
2020 Q2	–	Sell	-2,788	Closed	-$168K	–	152
2020 Q1	$168K	Buy	+2,788	New	+$175K	0.08%	92
2018 Q3	–	Sell	-4,760	Closed	-$199K	–	163
2018 Q2	$199K	Buy	4,760 +1,052	+28%	+$42.5K	0.06%	82
2018 Q1	$151K	Buy	+3,708	New	+$143K	0.05%	89

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

Stelac Advisory Services's NEE Position: Q4 2021 in Review

Stelac Advisory Services sold out of NextEra Energy (NEE) in Q4 2021, closing a stake of 1,301 shares — an estimated $102K sold.

Stelac Advisory Services first reported a position in NEE in Q1 2018 and held it in 7 quarters. The position peaked at $309K in Q2 2021. 2,391 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

Stelac Advisory Services reported no remaining NextEra Energy position as of Q4 2021 after selling out during the quarter.
Stelac Advisory Services sold 1,301 NextEra Energy shares in Q4 2021, an estimated $102K.
Stelac Advisory Services first reported a position in NextEra Energy in Q1 2018 and held it in 7 quarters.
Stelac Advisory Services's NextEra Energy position peaked at $309K in Q2 2021.
2,391 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on Stelac Advisory Services's 13F filing for Q4 2021, filed 14 Feb 2022.