Stonebridge Financial Planning Group’s NextEra Energy NEE Stock Holding History

Stonebridge Financial Planning Group’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
2022 Q1	–	Sell	-500	Closed	-$36K	–	271
2021 Q4	$36K	Hold	500	–	–	0.02%	242
2021 Q3	$43K	Hold	500	–	–	0.02%	234
2021 Q2	$38K	Sell	500 -100	-17%	-$7.5K	0.02%	236
2021 Q1	$47K	Hold	600	–	–	0.03%	219
2020 Q4	$46K	Hold	600	–	–	0.03%	204
2020 Q3	$46K	Hold	600	–	–	0.03%	198
2020 Q2	$37K	Hold	600	–	–	0.03%	202
2020 Q1	$35K	Hold	600	–	–	0.03%	197
2019 Q4	$36K	Buy	+600	New	+$35K	0.03%	189

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stonebridge Financial Planning Group's NEE Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of NextEra Energy (NEE) in Q1 2022, closing a stake of 500 shares — an estimated $36K sold.

Stonebridge Financial Planning Group first reported a position in NEE in Q4 2019 and held it in 9 quarters. The position peaked at $47K in Q1 2021. 2,367 funds tracked by Wall St. Rank hold NEE as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining NextEra Energy position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 500 NextEra Energy shares in Q1 2022, an estimated $36K.
Stonebridge Financial Planning Group first reported a position in NextEra Energy in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's NextEra Energy position peaked at $47K in Q1 2021.
2,367 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.