Atwater Malick’s NextEra Energy NEE Stock Holding History

Atwater Malick’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
2019 Q4	–	Sell	-720	Closed	-$42K	–	143
2019 Q3	$42K	Buy	+720	New	+$39K	0.04%	75

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Atwater Malick's NEE Position: Q4 2019 in Review

Atwater Malick sold out of NextEra Energy (NEE) in Q4 2019, closing a stake of 720 shares — an estimated $42K sold.

Atwater Malick first reported a position in NEE in Q3 2019 and held it in 1 quarter. The position peaked at $42K in Q3 2019. 1,785 funds tracked by Wall St. Rank hold NEE as of Q4 2019.

Atwater Malick reported no remaining NextEra Energy position as of Q4 2019 after selling out during the quarter.
Atwater Malick sold 720 NextEra Energy shares in Q4 2019, an estimated $42K.
Atwater Malick first reported a position in NextEra Energy in Q3 2019 and held it in 1 quarter.
Atwater Malick's NextEra Energy position peaked at $42K in Q3 2019.
1,785 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2019.

Based on Atwater Malick's 13F filing for Q4 2019, filed 7 Jan 2020.