Stewardship Financial Advisors’s NextEra Energy NEE Stock Holding History

Stewardship Financial Advisors’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
2020 Q3	–	Sell	-6,152	Closed	-$369K	–	83
2020 Q2	$369K	Hold	6,152	–	–	0.16%	39
2020 Q1	$370K	Sell	6,152 -300	-5%	-$18.9K	0.19%	37
2019 Q4	$391K	Hold	6,452	–	–	0.14%	40
2019 Q3	$376K	Hold	6,452	–	–	0.16%	39
2019 Q2	$330K	Hold	6,452	–	–	0.14%	43
2019 Q1	$312K	Sell	6,452 -124	-2%	-$5.67K	0.14%	41
2018 Q4	$286K	Sell	6,576 -500	-7%	-$21.9K	0.15%	40
2018 Q3	$296K	Sell	7,076 -96	-1%	-$4.09K	0.14%	42
2018 Q2	$299K	Buy	7,172 +60	+0.8%	+$2.42K	0.15%	41
2018 Q1	$290K	Hold	7,112	–	–	0.14%	41
2017 Q4	$278K	Buy	7,112 +824	+13%	+$31.8K	0.14%	43
2017 Q3	$230K	Hold	6,288	–	–	0.13%	41
2017 Q2	$220K	Hold	6,288	–	–	0.13%	43
2017 Q1	$202K	Buy	+6,288	New	+$198K	0.13%	44

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Stewardship Financial Advisors's NEE Position: Q3 2020 in Review

Stewardship Financial Advisors sold out of NextEra Energy (NEE) in Q3 2020, closing a stake of 6,152 shares — an estimated $369K sold.

Stewardship Financial Advisors first reported a position in NEE in Q1 2017 and held it in 14 quarters. The position peaked at $391K in Q4 2019. 1,909 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

Stewardship Financial Advisors reported no remaining NextEra Energy position as of Q3 2020 after selling out during the quarter.
Stewardship Financial Advisors sold 6,152 NextEra Energy shares in Q3 2020, an estimated $369K.
Stewardship Financial Advisors first reported a position in NextEra Energy in Q1 2017 and held it in 14 quarters.
Stewardship Financial Advisors's NextEra Energy position peaked at $391K in Q4 2019.
1,909 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on Stewardship Financial Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.