Capital Guardian Trust’s NextEra Energy NEE Stock Holding History

Capital Guardian Trust’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
2019 Q2	$610K	Sell	11,920 -1,188	-9%	-$58.5K	0.01%	210
2019 Q1	$634K	Buy	13,108 +552	+4%	+$25.2K	0.01%	210
2018 Q4	$546K	Sell	12,556 -612	-5%	-$26.8K	0.01%	201
2018 Q3	$552K	Buy	13,168 +1,036	+9%	+$44.1K	0.01%	207
2018 Q2	$507K	Sell	12,132 -2,176	-15%	-$87.9K	0.01%	201
2018 Q1	$584K	Buy	+14,308	New	+$552K	0.01%	205
2017 Q2	–	Sell	-10,252	Closed	-$329K	–	429
2017 Q1	$329K	Hold	10,252	–	–	﹤0.01%	289
2016 Q4	$306K	Hold	10,252	–	–	﹤0.01%	301
2016 Q3	$314K	Buy	10,252 +4,800	+88%	+$151K	﹤0.01%	297
2016 Q2	$178K	Sell	5,452 -6,308	-54%	-$189K	﹤0.01%	332
2016 Q1	$348K	Buy	11,760 +8,652	+278%	+$243K	﹤0.01%	303
2015 Q4	$81K	Hold	3,108	–	–	﹤0.01%	415
2015 Q3	$76K	Hold	3,108	–	–	﹤0.01%	400
2015 Q2	$76K	Hold	3,108	–	–	﹤0.01%	411
2015 Q1	$81K	Buy	+3,108	New	+$82K	﹤0.01%	410
2014 Q4	–	Sell	-2,920	Closed	-$69K	–	595
2014 Q3	$69K	Buy	+2,920	New	+$70.5K	﹤0.01%	375
2014 Q2	–	Sell	-6,400	Closed	-$153K	–	567
2014 Q1	$153K	Buy	6,400 +6,280	+5,233%	+$142K	﹤0.01%	322
2013 Q4	$3K	Buy	+120	New	+$2.53K	﹤0.01%	541

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Capital Guardian Trust's NEE Position: Q2 2019 in Review

Capital Guardian Trust reduced its NextEra Energy (NEE) stake by 9.1% in Q2 2019, selling an estimated $58.5K and leaving 11,920 shares worth $610K. The position accounts for 0.01% of the portfolio, ranked #210.

Capital Guardian Trust first reported a position in NEE in Q4 2013 and has held it in 18 quarters since. The position peaked at $634K in Q1 2019. 1,598 funds tracked by Wall St. Rank hold NEE as of Q2 2019.

Capital Guardian Trust held 11,920 shares of NextEra Energy worth $610K as of Q2 2019.
Capital Guardian Trust sold 1,188 NextEra Energy shares in Q2 2019, an estimated $58.5K.
NextEra Energy made up 0.01% of Capital Guardian Trust's portfolio in Q2 2019, its #210 holding.
Capital Guardian Trust first reported a position in NextEra Energy in Q4 2013 and has held it in 18 quarters since.
Capital Guardian Trust's NextEra Energy position peaked at $634K in Q1 2019.
1,598 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2019.

Based on Capital Guardian Trust's 13F filing for Q2 2019, filed 14 Aug 2019.