Wealthcare Capital Management’s NextEra Energy NEE Stock Holding History

Wealthcare Capital 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 Q2	–	Sell	-610	Closed	-$46K	–	454
2021 Q1	$46K	Buy	+610	New	+$47.6K	﹤0.01%	144
2020 Q2	–	Sell	-84	Closed	-$5K	–	173
2020 Q1	$5K	Sell	84 -48	-36%	-$3.02K	﹤0.01%	172
2019 Q4	$8K	Buy	+132	New	+$7.71K	﹤0.01%	206
2018 Q1	–	Sell	-68	Closed	-$3K	–	224
2017 Q4	$3K	Buy	+68	New	+$2.63K	﹤0.01%	183
2015 Q4	–	Sell	-2,400	Closed	-$59K	–	242
2015 Q3	$59K	Hold	2,400	–	–	0.01%	84
2015 Q2	$59K	Hold	2,400	–	–	0.01%	92
2015 Q1	$62K	Hold	2,400	–	–	0.01%	205
2014 Q4	$64K	Hold	2,400	–	–	0.01%	74
2014 Q3	$56K	Hold	2,400	–	–	0.01%	78
2014 Q2	$61K	Hold	2,400	–	–	0.01%	73
2014 Q1	$57K	Hold	2,400	–	–	0.01%	75
2013 Q4	$51K	Hold	2,400	–	–	0.01%	48
2013 Q3	$48K	Hold	2,400	–	–	0.01%	44
2013 Q2	$49K	Buy	+2,400	New	+$47.6K	0.01%	43

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthcare Capital Management's NEE Position: Q2 2021 in Review

Wealthcare Capital Management sold out of NextEra Energy (NEE) in Q2 2021, closing a stake of 610 shares — an estimated $46K sold.

Wealthcare Capital Management first reported a position in NEE in Q2 2013 and held it in 14 quarters. The position peaked at $64K in Q4 2014. 2,148 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

Wealthcare Capital Management reported no remaining NextEra Energy position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 610 NextEra Energy shares in Q2 2021, an estimated $46K.
Wealthcare Capital Management first reported a position in NextEra Energy in Q2 2013 and held it in 14 quarters.
Wealthcare Capital Management's NextEra Energy position peaked at $64K in Q4 2014.
2,148 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.