CAMG Solamere Management’s NextEra Energy NEE Stock Holding History

CAMG Solamere 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 Q1	–	Sell	-3,172	Closed	-$245K	–	93
2020 Q4	$245K	Sell	3,172 -9,620	-75%	-$720K	0.21%	84
2020 Q3	$888K	Sell	12,792 -21,100	-62%	-$1.46M	0.5%	71
2020 Q2	$2.04M	Sell	33,892 -1,480	-4%	-$88.6K	1.12%	28
2020 Q1	$2.13M	Buy	+35,372	New	+$2.22M	1.12%	30
2018 Q3	–	Sell	-5,908	Closed	-$247K	–	128
2018 Q2	$247K	Sell	5,908 -1,624	-22%	-$65.6K	0.12%	112
2018 Q1	$307K	Sell	7,532 -7,880	-51%	-$304K	0.14%	118
2017 Q4	$423K	Buy	15,412 +7,980	+107%	+$308K	0.19%	106
2017 Q3	$269K	Hold	7,432	–	–	0.13%	117
2017 Q2	$261K	Sell	7,432 -8	-0.1%	-$273	0.15%	113
2017 Q1	$237K	Hold	7,440	–	–	0.14%	116
2016 Q4	$225K	Buy	+7,440	New	+$222K	0.16%	114

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

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

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

Norges Bank Oslo, Norway $935B AUM

CAMG Solamere Management's NEE Position: Q1 2021 in Review

CAMG Solamere Management sold out of NextEra Energy (NEE) in Q1 2021, closing a stake of 3,172 shares — an estimated $245K sold.

CAMG Solamere Management first reported a position in NEE in Q4 2016 and held it in 11 quarters. The position peaked at $2.13M in Q1 2020. 2,149 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

CAMG Solamere Management reported no remaining NextEra Energy position as of Q1 2021 after selling out during the quarter.
CAMG Solamere Management sold 3,172 NextEra Energy shares in Q1 2021, an estimated $245K.
CAMG Solamere Management first reported a position in NextEra Energy in Q4 2016 and held it in 11 quarters.
CAMG Solamere Management's NextEra Energy position peaked at $2.13M in Q1 2020.
2,149 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on CAMG Solamere Management's 13F filing for Q1 2021, filed 17 May 2021.