Weaver Consulting Group’s NextEra Energy NEE Stock Holding History

Weaver Consulting Group’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 Q4	–	Sell	-116	Closed	-$8K	–	617
2020 Q3	$8K	Hold	116	–	–	﹤0.01%	604
2020 Q2	$7K	Hold	116	–	–	﹤0.01%	609
2020 Q1	$7K	Hold	116	–	–	﹤0.01%	511
2019 Q4	$7K	Buy	+116	New	+$6.77K	﹤0.01%	556
2019 Q2	–	Sell	-820	Closed	-$42K	–	845
2019 Q1	$42K	Buy	+820	New	+$37.5K	0.01%	523

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Weaver Consulting Group's NEE Position: Q4 2020 in Review

Weaver Consulting Group sold out of NextEra Energy (NEE) in Q4 2020, closing a stake of 116 shares — an estimated $8K sold.

Weaver Consulting Group first reported a position in NEE in Q1 2019 and held it in 5 quarters. The position peaked at $42K in Q1 2019. 2,129 funds tracked by Wall St. Rank hold NEE as of Q4 2020.

Weaver Consulting Group reported no remaining NextEra Energy position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 116 NextEra Energy shares in Q4 2020, an estimated $8K.
Weaver Consulting Group first reported a position in NextEra Energy in Q1 2019 and held it in 5 quarters.
Weaver Consulting Group's NextEra Energy position peaked at $42K in Q1 2019.
2,129 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.