CGT
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return