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Stevard LLC’s NextEra Energy NEE Stock Holding History

Stevard LLC’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
Q1 		– Sell
-11,996
Closed -$925K – 61
2020
Q4 		$925K Sell
11,996
-5,768
-32% -$431K 0.31% 34
2020
Q3 		$1.23M Hold
17,764
– – 0.51% 31
2020
Q2 		$1.07M Buy
17,764
+5,768
+48% +$345K 0.55% 32
2020
Q1 		$722K Hold
11,996
– – 0.47% 26
2019
Q4 		$726K Buy
+11,996
New +$700K 0.46% 25

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Stevard LLC's NEE Position: Q1 2021 in Review

Stevard LLC sold out of NextEra Energy (NEE) in Q1 2021, closing a stake of 11,996 shares — an estimated $925K sold.

Stevard LLC first reported a position in NEE in Q4 2019 and held it in 5 quarters. The position peaked at $1.23M in Q3 2020. 2,148 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

  • Stevard LLC reported no remaining NextEra Energy position as of Q1 2021 after selling out during the quarter.
  • Stevard LLC sold 11,996 NextEra Energy shares in Q1 2021, an estimated $925K.
  • Stevard LLC first reported a position in NextEra Energy in Q4 2019 and held it in 5 quarters.
  • Stevard LLC's NextEra Energy position peaked at $1.23M in Q3 2020.
  • 2,148 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on Stevard LLC's 13F filing for Q1 2021, filed 13 Aug 2021.