Beach Investment Management’s NextEra Energy NEE Stock Holding History

Beach Investment Management’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	-24,760	Closed	-$1.5M	–	38
2019 Q4	$1.5M	Hold	24,760	–	–	2.93%	10
2019 Q3	$1.44M	Sell	24,760 -11,800	-32%	-$639K	3.23%	8
2019 Q2	$1.87M	Hold	36,560	–	–	3.06%	13
2019 Q1	$1.77M	Hold	36,560	–	–	3.18%	13
2018 Q4	$1.59M	Hold	36,560	–	–	3.54%	12
2018 Q3	$1.53M	Hold	36,560	–	–	2.39%	17
2018 Q2	$1.53M	Buy	36,560 +6,560	+22%	+$265K	2.52%	16
2018 Q1	$1.23M	Hold	30,000	–	–	1.98%	19
2017 Q4	$1.17M	Hold	30,000	–	–	1.79%	24
2017 Q3	$1.1M	Sell	30,000 -9,120	-23%	-$334K	1.91%	23
2017 Q2	$1.37M	Hold	39,120	–	–	2.06%	22
2017 Q1	$1.25M	Hold	39,120	–	–	1.97%	21
2016 Q4	$1.17M	Sell	39,120 -21,440	-35%	-$641K	2%	20
2016 Q3	$1.85M	Hold	60,560	–	–	3.5%	11
2016 Q2	$1.97M	Hold	60,560	–	–	3.98%	9
2016 Q1	$1.79M	Buy	60,560 +9,680	+19%	+$272K	3.26%	11
2015 Q4	$1.32M	Hold	50,880	–	–	2.32%	16
2015 Q3	$1.24M	Hold	50,880	–	–	2.59%	16
2015 Q2	$1.25M	Hold	50,880	–	–	1.86%	17
2015 Q1	$1.32M	Buy	+50,880	New	+$1.34M	1.95%	18

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

Beach Investment Management's NEE Position: Q1 2020 in Review

Beach Investment Management sold out of NextEra Energy (NEE) in Q1 2020, closing a stake of 24,760 shares — an estimated $1.5M sold.

Beach Investment Management first reported a position in NEE in Q1 2015 and held it in 20 quarters. The position peaked at $1.97M in Q2 2016. 1,804 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

Beach Investment Management reported no remaining NextEra Energy position as of Q1 2020 after selling out during the quarter.
Beach Investment Management sold 24,760 NextEra Energy shares in Q1 2020, an estimated $1.5M.
Beach Investment Management first reported a position in NextEra Energy in Q1 2015 and held it in 20 quarters.
Beach Investment Management's NextEra Energy position peaked at $1.97M in Q2 2016.
1,804 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on Beach Investment Management's 13F filing for Q1 2020, filed 5 May 2020.