SVA Wealth Management’s NextEra Energy NEE Stock Holding History

SVA Wealth Management’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 Q4	$1.54M	Buy	20,001 +7,169	+56%	+$536K	0.13%	114
2020 Q3	$890K	Buy	12,832 +1,920	+18%	+$133K	0.09%	125
2020 Q2	$655K	Buy	10,912 +580	+6%	+$34.7K	0.07%	136
2020 Q1	$621K	Buy	10,332 +1,136	+12%	+$71.4K	0.07%	131
2019 Q4	$557K	Sell	9,196 -548	-6%	-$32K	0.05%	143
2019 Q3	$567K	Buy	9,744 +1,852	+23%	+$100K	0.06%	140
2019 Q2	$404K	Hold	7,892	–	–	0.04%	161
2019 Q1	$381K	Buy	7,892 +500	+7%	+$22.9K	0.04%	167
2018 Q4	$321K	Hold	7,392	–	–	0.04%	171
2018 Q3	$310K	Sell	7,392 -160	-2%	-$6.81K	0.03%	182
2018 Q2	$315K	Sell	7,552 -208	-3%	-$8.4K	0.03%	178
2018 Q1	$284K	Buy	7,760 +56	+0.7%	+$2.16K	0.04%	184
2017 Q4	$301K	Sell	7,704 -56	-0.7%	-$2.16K	0.04%	179
2017 Q3	$284K	Buy	7,760 +368	+5%	+$13.5K	0.04%	184
2017 Q2	$259K	Hold	7,392	–	–	0.03%	181
2017 Q1	$237K	Sell	7,392 -1,600	-18%	-$50.3K	0.03%	179
2016 Q4	$268K	Buy	8,992 +400	+5%	+$12K	0.04%	173
2016 Q3	$263K	Sell	8,592 -1,052	-11%	-$33.1K	0.04%	174
2016 Q2	$314K	Sell	9,644 -564	-6%	-$16.9K	0.05%	167
2016 Q1	$302K	Hold	10,208	–	–	0.05%	166
2015 Q4	$265K	Sell	10,208 -420	-4%	-$10.6K	0.05%	189
2015 Q3	$259K	Sell	10,628 -764	-7%	-$19.4K	0.05%	184
2015 Q2	$279K	Buy	11,392 +896	+9%	+$22.8K	0.05%	181
2015 Q1	$273K	Buy	10,496 +2,812	+37%	+$74.2K	0.05%	185
2014 Q4	$204K	Buy	+7,684	New	+$194K	0.07%	177

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

Norges Bank Oslo, Norway $935B AUM

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

SVA Wealth Management's NEE Position: Q4 2020 in Review

SVA Wealth Management increased its NextEra Energy (NEE) stake by 56% in Q4 2020, buying an estimated $536K and bringing the position to 20,001 shares worth $1.54M. The position accounts for 0.13% of the portfolio, ranked #114.

SVA Wealth Management first reported a position in NEE in Q4 2014 and has held it in 25 quarters since. 2,129 funds tracked by Wall St. Rank hold NEE as of Q4 2020.

SVA Wealth Management held 20,001 shares of NextEra Energy worth $1.54M as of Q4 2020.
SVA Wealth Management bought 7,169 NextEra Energy shares in Q4 2020, an estimated $536K.
NextEra Energy made up 0.13% of SVA Wealth Management's portfolio in Q4 2020, its #114 holding.
SVA Wealth Management first reported a position in NextEra Energy in Q4 2014 and has held it in 25 quarters since.
2,129 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.