Bowling Portfolio Management’s NextEra Energy NEE Stock Holding History

Bowling Portfolio 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
2021 Q2	–	Sell	-23,496	Closed	-$1.78M	–	223
2021 Q1	$1.78M	Buy	23,496 +3,938	+20%	+$307K	0.42%	83
2020 Q4	$1.51M	Sell	19,558 -2,298	-11%	-$172K	0.35%	79
2020 Q3	$1.52M	Buy	+21,856	New	+$1.51M	0.34%	65

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bowling Portfolio Management's NEE Position: Q2 2021 in Review

Bowling Portfolio Management sold out of NextEra Energy (NEE) in Q2 2021, closing a stake of 23,496 shares — an estimated $1.78M sold.

Bowling Portfolio Management first reported a position in NEE in Q3 2020 and held it in 3 quarters. The position peaked at $1.78M in Q1 2021. 2,144 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

Bowling Portfolio Management reported no remaining NextEra Energy position as of Q2 2021 after selling out during the quarter.
Bowling Portfolio Management sold 23,496 NextEra Energy shares in Q2 2021, an estimated $1.78M.
Bowling Portfolio Management first reported a position in NextEra Energy in Q3 2020 and held it in 3 quarters.
Bowling Portfolio Management's NextEra Energy position peaked at $1.78M in Q1 2021.
2,144 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on Bowling Portfolio Management's 13F filing for Q2 2021, filed 30 Jul 2021.