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Wealth Quarterback’s NextEra Energy NEE Stock Holding History

Wealth Quarterback’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 		$69K Sell
877
-442
-34% -$35.6K 0.05% 192
2021
Q2 		$97K Buy
+1,319
New +$99K 0.06% 172
2020
Q2 		– Sell
-940
Closed -$56.6K – 519
2020
Q1 		$56.6K Sell
940
-15,932
-94% -$1M 0.05% 208
2019
Q4 		$53.3K Buy
+16,872
New +$985K 0.05% 231

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Quarterback's NEE Position: Q3 2021 in Review

Wealth Quarterback reduced its NextEra Energy (NEE) stake by 34% in Q3 2021, selling an estimated $35.6K and leaving 877 shares worth $69K. The position accounts for 0.05% of the portfolio, ranked #192.

Wealth Quarterback first reported a position in NEE in Q4 2019 and has held it in 4 quarters since. The position peaked at $97K in Q2 2021. 2,154 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

  • Wealth Quarterback held 877 shares of NextEra Energy worth $69K as of Q3 2021.
  • Wealth Quarterback sold 442 NextEra Energy shares in Q3 2021, an estimated $35.6K.
  • NextEra Energy made up 0.05% of Wealth Quarterback's portfolio in Q3 2021, its #192 holding.
  • Wealth Quarterback first reported a position in NextEra Energy in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's NextEra Energy position peaked at $97K in Q2 2021.
  • 2,154 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.