Beacon Capital Management Inc (Ohio)’s NextEra Energy NEE Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q2	–	Sell	-32	Closed	-$2K	–	93
2020 Q1	$2K	Buy	+32	New	+$2.01K	﹤0.01%	71
2017 Q2	–	Sell	-12	Closed	–	–	161
2017 Q1	$0	Buy	+12	New	+$377	﹤0.01%	165
2014 Q2	–	Sell	-4	Closed	–	–	258
2014 Q1	$0	Buy	+4	New	+$91	﹤0.01%	268

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 $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Beacon Capital Management Inc (Ohio)'s NEE Position: Q2 2020 in Review

Beacon Capital Management Inc (Ohio) sold out of NextEra Energy (NEE) in Q2 2020, closing a stake of 32 shares — an estimated $2K sold.

Beacon Capital Management Inc (Ohio) first reported a position in NEE in Q1 2014 and held it in 3 quarters. The position peaked at $2K in Q1 2020. 1,842 funds tracked by Wall St. Rank hold NEE as of Q2 2020.

Beacon Capital Management Inc (Ohio) reported no remaining NextEra Energy position as of Q2 2020 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 32 NextEra Energy shares in Q2 2020, an estimated $2K.
Beacon Capital Management Inc (Ohio) first reported a position in NextEra Energy in Q1 2014 and held it in 3 quarters.
Beacon Capital Management Inc (Ohio)'s NextEra Energy position peaked at $2K in Q1 2020.
1,842 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2020.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2020, filed 16 Jul 2020.