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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

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

Norges Bank Oslo, Norway $935B AUM