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Vancity Investment Management’s NextEra Energy NEE Stock Holding History

Vancity Investment 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
2021
Q1 		– Sell
-3,000
Closed -$231K – 62
2020
Q4 		$231K Buy
+3,000
New +$224K 0.05% 57

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Vancity Investment Management's NEE Position: Q1 2021 in Review

Vancity Investment Management sold out of NextEra Energy (NEE) in Q1 2021, closing a stake of 3,000 shares — an estimated $231K sold.

Vancity Investment Management first reported a position in NEE in Q4 2020 and held it in 1 quarter. The position peaked at $231K in Q4 2020. 2,148 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

  • Vancity Investment Management reported no remaining NextEra Energy position as of Q1 2021 after selling out during the quarter.
  • Vancity Investment Management sold 3,000 NextEra Energy shares in Q1 2021, an estimated $231K.
  • Vancity Investment Management first reported a position in NextEra Energy in Q4 2020 and held it in 1 quarter.
  • Vancity Investment Management's NextEra Energy position peaked at $231K in Q4 2020.
  • 2,148 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on Vancity Investment Management's 13F filing for Q1 2021, filed 28 Apr 2021.