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Wealthstreet Investment Advisors’s NextEra Energy NEE Stock Holding History

Wealthstreet Investment Advisors’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
-37,303
Closed -$2.82M – 246
2021
Q1 		$2.82M Sell
37,303
-117
-0.3% -$9.13K 0.28% 88
2020
Q4 		$2.89M Hold
37,420
– – 0.29% 77
2020
Q3 		$2.6M Sell
37,420
-744
-2% -$51.4K 0.29% 80
2020
Q2 		$2.29M Sell
38,164
-848
-2% -$50.8K 0.28% 88
2020
Q1 		$2.35M Sell
39,012
-656
-2% -$41.2K 0.35% 68
2019
Q4 		$2.4M Sell
39,668
-664
-2% -$38.8K 0.28% 85
2019
Q3 		$2.35M Sell
40,332
-200
-0.5% -$10.8K 0.3% 81
2019
Q2 		$2.08M Sell
40,532
-1,320
-3% -$65K 0.27% 92
2019
Q1 		$2.02M Buy
41,852
+1,188
+3% +$54.3K 0.27% 91
2018
Q4 		$1.75M Sell
40,664
-4,400
-10% -$192K 0.25% 99
2018
Q3 		$1.89M Sell
45,064
-200
-0.4% -$8.51K 0.23% 96
2018
Q2 		$1.89M Sell
45,264
-100
-0.2% -$4.04K 0.25% 97
2018
Q1 		$1.85M Buy
45,364
+3,712
+9% +$143K 0.23% 101
2017
Q4 		$1.63M Buy
+41,652
New +$1.61M 0.2% 116

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthstreet Investment Advisors's NEE Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of NextEra Energy (NEE) in Q2 2021, closing a stake of 37,303 shares — an estimated $2.82M sold.

Wealthstreet Investment Advisors first reported a position in NEE in Q4 2017 and held it in 14 quarters. The position peaked at $2.89M in Q4 2020. 2,147 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining NextEra Energy position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 37,303 NextEra Energy shares in Q2 2021, an estimated $2.82M.
  • Wealthstreet Investment Advisors first reported a position in NextEra Energy in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's NextEra Energy position peaked at $2.89M in Q4 2020.
  • 2,147 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.