A.R.T. Advisors’s NextEra Energy NEE Stock Holding History

A.R.T. 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 Q1	–	Sell	-4,632	Closed	-$357K	–	93
2020 Q4	$357K	Buy	+4,632	New	+$346K	1.65%	23
2019 Q3	–	Sell	-11,832	Closed	-$606K	–	1624
2019 Q2	$606K	Buy	+11,832	New	+$582K	0.03%	668
2017 Q1	–	Sell	-230,212	Closed	-$6.88M	–	1613
2016 Q4	$6.88M	Buy	+230,212	New	+$6.88M	0.41%	25
2016 Q3	–	Sell	-83,312	Closed	-$2.71M	–	983
2016 Q2	$2.71M	Buy	83,312 +66,800	+405%	+$2.01M	0.14%	218
2016 Q1	$488K	Sell	16,512 -58,800	-78%	-$1.65M	0.02%	867
2015 Q4	$1.96M	Sell	75,312 -14,040	-16%	-$355K	0.09%	300
2015 Q3	$2.18M	Buy	89,352 +18,328	+26%	+$466K	0.08%	353
2015 Q2	$1.74M	Buy	+71,024	New	+$1.81M	0.06%	509
2015 Q1	–	Sell	-274,740	Closed	-$7.3M	–	1600
2014 Q4	$7.3M	Sell	274,740 -110,496	-29%	-$2.79M	0.27%	64
2014 Q3	$9.04M	Buy	385,236 +146,176	+61%	+$3.53M	0.42%	33
2014 Q2	$6.12M	Buy	239,060 +122,232	+105%	+$2.97M	0.32%	51
2014 Q1	$2.79M	Sell	116,828 -54,056	-32%	-$1.22M	0.15%	179
2013 Q4	$3.66M	Buy	+170,884	New	+$3.6M	0.19%	135

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

A.R.T. Advisors's NEE Position: Q1 2021 in Review

A.R.T. Advisors sold out of NextEra Energy (NEE) in Q1 2021, closing a stake of 4,632 shares — an estimated $357K sold.

A.R.T. Advisors first reported a position in NEE in Q4 2013 and held it in 13 quarters. The position peaked at $9.04M in Q3 2014. 2,149 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

A.R.T. Advisors reported no remaining NextEra Energy position as of Q1 2021 after selling out during the quarter.
A.R.T. Advisors sold 4,632 NextEra Energy shares in Q1 2021, an estimated $357K.
A.R.T. Advisors first reported a position in NextEra Energy in Q4 2013 and held it in 13 quarters.
A.R.T. Advisors's NextEra Energy position peaked at $9.04M in Q3 2014.
2,149 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on A.R.T. Advisors's 13F filing for Q1 2021, filed 17 May 2021.