CFW
NEE icon

CA Family Wealth’s NextEra Energy NEE Stock Holding History

CA Family Wealth’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 		$266K Sell
4,428
-3,660
-45% -$230K 0.28% 22
2019
Q4 		$490K Buy
+8,088
New +$472K 0.33% 23

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CA Family Wealth's NEE Position: Q1 2020 in Review

CA Family Wealth reduced its NextEra Energy (NEE) stake by 45% in Q1 2020, selling an estimated $230K and leaving 4,428 shares worth $266K. The position accounts for 0.28% of the portfolio, ranked #22.

CA Family Wealth first reported a position in NEE in Q4 2019 and has held it in 2 quarters since. The position peaked at $490K in Q4 2019. 1,804 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

  • CA Family Wealth held 4,428 shares of NextEra Energy worth $266K as of Q1 2020.
  • CA Family Wealth sold 3,660 NextEra Energy shares in Q1 2020, an estimated $230K.
  • NextEra Energy made up 0.28% of CA Family Wealth's portfolio in Q1 2020, its #22 holding.
  • CA Family Wealth first reported a position in NextEra Energy in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's NextEra Energy position peaked at $490K in Q4 2019.
  • 1,804 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.