WESPAC Advisors’s NextEra Energy NEE Stock Holding History

WESPAC 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
2020 Q4	–	Sell	-15,616	Closed	-$1.08M	–	155
2020 Q3	$1.08M	Sell	15,616 -8,440	-35%	-$583K	1.34%	26
2020 Q2	$1.44M	Buy	+24,056	New	+$1.44M	1.64%	21

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

WESPAC Advisors's NEE Position: Q4 2020 in Review

WESPAC Advisors sold out of NextEra Energy (NEE) in Q4 2020, closing a stake of 15,616 shares — an estimated $1.08M sold.

WESPAC Advisors first reported a position in NEE in Q2 2020 and held it in 2 quarters. The position peaked at $1.44M in Q2 2020. 2,129 funds tracked by Wall St. Rank hold NEE as of Q4 2020.

WESPAC Advisors reported no remaining NextEra Energy position as of Q4 2020 after selling out during the quarter.
WESPAC Advisors sold 15,616 NextEra Energy shares in Q4 2020, an estimated $1.08M.
WESPAC Advisors first reported a position in NextEra Energy in Q2 2020 and held it in 2 quarters.
WESPAC Advisors's NextEra Energy position peaked at $1.44M in Q2 2020.
2,129 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2020.

Based on WESPAC Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.