USCA RIA’s NextEra Energy NEE Stock Holding History

USCA RIA’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
2015 Q4	–	Sell	-2,000	Closed	-$2K	–	383
2015 Q3	$2K	Buy	+2,000	New	+$50.9K	﹤0.01%	359

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

USCA RIA's NEE Position: Q2 2021 in Review

USCA RIA reduced its NextEra Energy (NEE) stake by 11% in Q2 2021, selling an estimated $293K and leaving 30,467 shares worth $2.23M. The position accounts for 0.14% of the portfolio, ranked #202.

USCA RIA first reported a position in NEE in Q2 2014 and has held it in 29 quarters since. The position peaked at $3.23M in Q4 2020. 2,144 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

USCA RIA held 30,467 shares of NextEra Energy worth $2.23M as of Q2 2021.
USCA RIA sold 3,900 NextEra Energy shares in Q2 2021, an estimated $293K.
NextEra Energy made up 0.14% of USCA RIA's portfolio in Q2 2021, its #202 holding.
USCA RIA first reported a position in NextEra Energy in Q2 2014 and has held it in 29 quarters since.
USCA RIA's NextEra Energy position peaked at $3.23M in Q4 2020.
2,144 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.