TrueWealth LLC’s NextEra Energy NEE Stock Holding History

TrueWealth 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
2020 Q2	$60K	Hold	1,000	–	–	0.03%	256
2020 Q1	$60K	Sell	1,000 -128	-11%	-$8.05K	0.03%	231
2019 Q4	$68K	Hold	1,128	–	–	0.03%	237
2019 Q3	$66K	Hold	1,128	–	–	0.03%	234
2019 Q2	$58K	Buy	1,128 +128	+13%	+$6.3K	0.03%	253
2019 Q1	$48K	Hold	1,000	–	–	0.02%	265
2018 Q4	$43K	Sell	1,000 -20	-2%	-$875	0.02%	268
2018 Q3	$43K	Buy	1,020 +400	+65%	+$17K	0.02%	288
2018 Q2	$26K	Hold	620	–	–	0.01%	348
2018 Q1	$25K	Sell	620 -156	-20%	-$6.02K	0.01%	332
2017 Q4	$30K	Buy	+776	New	+$30K	0.01%	355

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

TrueWealth LLC's NEE Position: Q2 2020 in Review

TrueWealth LLC held its NextEra Energy (NEE) position steady in Q2 2020 at 1,000 shares worth $60K. The position accounts for 0.03% of the portfolio, ranked #256.

TrueWealth LLC first reported a position in NEE in Q4 2017 and has held it in 11 quarters since. The position peaked at $68K in Q4 2019. 1,842 funds tracked by Wall St. Rank hold NEE as of Q2 2020.

TrueWealth LLC held 1,000 shares of NextEra Energy worth $60K as of Q2 2020.
TrueWealth LLC left its NextEra Energy share count unchanged in Q2 2020.
NextEra Energy made up 0.03% of TrueWealth LLC's portfolio in Q2 2020, its #256 holding.
TrueWealth LLC first reported a position in NextEra Energy in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's NextEra Energy position peaked at $68K in Q4 2019.
1,842 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.