tru Independence’s NextEra Energy NEE Stock Holding History

tru Independence’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 Q3	–	Sell	-872	Closed	-$64K	–	294
2021 Q2	$64K	Buy	+872	New	+$65.4K	0.02%	175
2021 Q1	–	Sell	-1,920	Closed	-$149	–	560
2020 Q4	$149	Buy	1,920 +824	+75%	+$61.6K	﹤0.01%	441
2020 Q3	$77K	Sell	1,096 -21,460	-95%	-$1.48M	0.02%	194
2020 Q2	$1.35K	Buy	22,556 +84	+0.4%	+$5.03K	0.2%	89
2020 Q1	$1.35K	Hold	22,472	–	–	0.22%	85
2019 Q4	$1.35M	Buy	+22,472	New	+$1.31M	0.19%	100

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

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

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

tru Independence's NEE Position: Q3 2021 in Review

tru Independence sold out of NextEra Energy (NEE) in Q3 2021, closing a stake of 872 shares — an estimated $64K sold.

tru Independence first reported a position in NEE in Q4 2019 and held it in 6 quarters. The position peaked at $1.35M in Q4 2019. 2,154 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

tru Independence reported no remaining NextEra Energy position as of Q3 2021 after selling out during the quarter.
tru Independence sold 872 NextEra Energy shares in Q3 2021, an estimated $64K.
tru Independence first reported a position in NextEra Energy in Q4 2019 and held it in 6 quarters.
tru Independence's NextEra Energy position peaked at $1.35M in Q4 2019.
2,154 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.