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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return