Sterling Financial Planning’s NextEra Energy NEE Stock Holding History

Sterling Financial Planning’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	-1,426	Closed	-$112K	–	282
2021 Q3	$112K	Sell	1,426 -254	-15%	-$20.5K	0.07%	122
2021 Q2	$123K	Hold	1,680	–	–	0.08%	108
2021 Q1	$127K	Hold	1,680	–	–	0.09%	98
2020 Q4	$130K	Buy	+1,680	New	+$126K	0.1%	92

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sterling Financial Planning's NEE Position: Q4 2021 in Review

Sterling Financial Planning sold out of NextEra Energy (NEE) in Q4 2021, closing a stake of 1,426 shares — an estimated $112K sold.

Sterling Financial Planning first reported a position in NEE in Q4 2020 and held it in 4 quarters. The position peaked at $130K in Q4 2020. 2,391 funds tracked by Wall St. Rank hold NEE as of Q4 2021.

Sterling Financial Planning reported no remaining NextEra Energy position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 1,426 NextEra Energy shares in Q4 2021, an estimated $112K.
Sterling Financial Planning first reported a position in NextEra Energy in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's NextEra Energy position peaked at $130K in Q4 2020.
2,391 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.