Unified Trust Company’s NextEra Energy NEE Stock Holding History

Unified Trust Company’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	$5.87M	Buy	74,744 +161	+0.2%	+$13K	1.73%	12
2021 Q2	$5.46M	Buy	74,583 +4,925	+7%	+$370K	1.62%	15
2021 Q1	$5.27M	Sell	69,658 -270	-0.4%	-$21.1K	1.72%	15
2020 Q4	$5.79M	Buy	69,928 +3,800	+6%	+$284K	3.36%	7
2020 Q3	$4.59M	Sell	66,128 -1,324	-2%	-$91.4K	3.25%	7
2020 Q2	$4.05M	Sell	67,452 -4,168	-6%	-$249K	3.05%	8
2020 Q1	$4.31M	Buy	71,620 +456	+0.6%	+$28.7K	2.87%	9
2019 Q4	$4.31M	Buy	71,164 +884	+1%	+$51.6K	2.68%	12
2019 Q3	$4.09M	Buy	70,280 +5,608	+9%	+$303K	2.74%	11
2019 Q2	$3.31M	Buy	64,672 +2,032	+3%	+$100K	2.31%	23
2019 Q1	$3.03M	Buy	62,640 +472	+0.8%	+$21.6K	2.27%	23
2018 Q4	$2.7M	Buy	+62,168	New	+$2.72M	2.46%	20

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

Unified Trust Company's NEE Position: Q3 2021 in Review

Unified Trust Company increased its NextEra Energy (NEE) stake by 0.22% in Q3 2021, buying an estimated $13K and bringing the position to 74,744 shares worth $5.87M. The position accounts for 1.73% of the portfolio, ranked #12.

Unified Trust Company first reported a position in NEE in Q4 2018 and has held it in 12 quarters since. 2,154 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

Unified Trust Company held 74,744 shares of NextEra Energy worth $5.87M as of Q3 2021.
Unified Trust Company bought 161 NextEra Energy shares in Q3 2021, an estimated $13K.
NextEra Energy made up 1.73% of Unified Trust Company's portfolio in Q3 2021, its #12 holding.
Unified Trust Company first reported a position in NextEra Energy in Q4 2018 and has held it in 12 quarters since.
2,154 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.