Ackerman Capital Advisors’s NextEra Energy NEE Stock Holding History

Ackerman Capital 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 Q1	–	Sell	-6,212	Closed	-$376K	–	161
2019 Q4	$376K	Buy	6,212 +20	+0.3%	+$1.17K	0.11%	121
2019 Q3	$361K	Buy	6,192 +284	+5%	+$15.4K	0.12%	93
2019 Q2	$303	Buy	5,908 +20	+0.3%	+$984	﹤0.01%	134
2019 Q1	$284	Buy	5,888 +28	+0.5%	+$1.28K	﹤0.01%	132
2018 Q4	$255	Buy	+5,860	New	+$256K	0.02%	119
2018 Q1	$225K	Buy	5,764 +24	+0.4%	+$925	0.09%	75
2017 Q4	$210K	Buy	+5,740	New	+$222K	0.09%	74

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ackerman Capital Advisors's NEE Position: Q1 2020 in Review

Ackerman Capital Advisors sold out of NextEra Energy (NEE) in Q1 2020, closing a stake of 6,212 shares — an estimated $376K sold.

Ackerman Capital Advisors first reported a position in NEE in Q4 2017 and held it in 7 quarters. The position peaked at $376K in Q4 2019. 1,804 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

Ackerman Capital Advisors reported no remaining NextEra Energy position as of Q1 2020 after selling out during the quarter.
Ackerman Capital Advisors sold 6,212 NextEra Energy shares in Q1 2020, an estimated $376K.
Ackerman Capital Advisors first reported a position in NextEra Energy in Q4 2017 and held it in 7 quarters.
Ackerman Capital Advisors's NextEra Energy position peaked at $376K in Q4 2019.
1,804 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on Ackerman Capital Advisors's 13F filing for Q1 2020, filed 14 Aug 2020.