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Wealthspire Advisors (Maryland)’s NextEra Energy NEE Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$2.63M Sell
37,844
-6,236
-14% -$431K 0.09% 103
2020
Q2 		$2.65M Sell
44,080
-2,960
-6% -$177K 0.19% 83
2020
Q1 		$2.83M Sell
47,040
-2,456
-5% -$154K 0.25% 59
2019
Q4 		$3M Sell
49,496
-840
-2% -$49K 0.2% 78
2019
Q3 		$2.93M Buy
50,336
+1,008
+2% +$54.6K 0.21% 75
2019
Q2 		$2.53M Sell
49,328
-5,436
-10% -$267K 0.19% 78
2019
Q1 		$2.65M Buy
54,764
+6,660
+14% +$305K 0.2% 75
2018
Q4 		$2.09M Buy
48,104
+6,708
+16% +$293K 0.19% 77
2018
Q3 		$1.74M Sell
41,396
-436
-1% -$18.6K 0.14% 92
2018
Q2 		$1.75M Sell
41,832
-10,944
-21% -$442K 0.16% 87
2018
Q1 		$2.15M Buy
52,776
+8,052
+18% +$310K 0.2% 72
2017
Q4 		$1.75M Buy
44,724
+932
+2% +$36K 0.17% 91
2017
Q3 		$1.6M Buy
43,792
+1,348
+3% +$49.4K 0.17% 91
2017
Q2 		$1.49M Buy
42,444
+3,332
+9% +$114K 0.18% 91
2017
Q1 		$1.25M Sell
39,112
-4,536
-10% -$143K 0.18% 86
2016
Q4 		$1.3M Sell
43,648
-596
-1% -$17.8K 0.2% 78
2016
Q3 		$1.35M Sell
44,244
-7,788
-15% -$245K 0.21% 76
2016
Q2 		$1.7M Buy
52,032
+15,072
+41% +$453K 0.28% 60
2016
Q1 		$1.09M Buy
36,960
+12,600
+52% +$354K 0.19% 83
2015
Q4 		$633K Buy
+24,360
New +$616K 0.12% 125

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (Maryland)'s NEE Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its NextEra Energy (NEE) stake by 14% in Q3 2020, selling an estimated $431K and leaving 37,844 shares worth $2.63M. The position accounts for 0.09% of the portfolio, ranked #103.

Wealthspire Advisors (Maryland) first reported a position in NEE in Q4 2015 and has held it in 20 quarters since. The position peaked at $3M in Q4 2019. 1,910 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 37,844 shares of NextEra Energy worth $2.63M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 6,236 NextEra Energy shares in Q3 2020, an estimated $431K.
  • NextEra Energy made up 0.09% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #103 holding.
  • Wealthspire Advisors (Maryland) first reported a position in NextEra Energy in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s NextEra Energy position peaked at $3M in Q4 2019.
  • 1,910 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.