WealthStone’s NextEra Energy NEE Stock Holding History

WealthStone’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	$802K	Sell	10,616 -8	-0.1%	-$624	0.28%	56
2020 Q4	$820K	Buy	10,624 +324	+3%	+$24.2K	0.29%	52
2020 Q3	$715K	Buy	10,300 +6,116	+146%	+$422K	0.33%	50
2020 Q2	$251K	Buy	+4,184	New	+$250K	0.12%	129
2019 Q3	–	Sell	-1,208	Closed	-$61.9K	–	407
2019 Q2	$61.9K	Buy	+1,208	New	+$59.4K	0.03%	174

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WealthStone's NEE Position: Q1 2021 in Review

WealthStone reduced its NextEra Energy (NEE) stake by 0.08% in Q1 2021, selling an estimated $624 and leaving 10,616 shares worth $802K. The position accounts for 0.28% of the portfolio, ranked #56.

WealthStone first reported a position in NEE in Q2 2019 and has held it in 5 quarters since. The position peaked at $820K in Q4 2020. 2,148 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

WealthStone held 10,616 shares of NextEra Energy worth $802K as of Q1 2021.
WealthStone sold 8 NextEra Energy shares in Q1 2021, an estimated $624.
NextEra Energy made up 0.28% of WealthStone's portfolio in Q1 2021, its #56 holding.
WealthStone first reported a position in NextEra Energy in Q2 2019 and has held it in 5 quarters since.
WealthStone's NextEra Energy position peaked at $820K in Q4 2020.
2,148 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.