Churchill Management’s NextEra Energy NEE Stock Holding History

Churchill 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
2020 Q2	–	Sell	-236,024	Closed	-$14.2M	–	113
2020 Q1	$14.2M	Sell	236,024 -47,972	-17%	-$3.02M	0.71%	22
2019 Q4	$17.2M	Sell	283,996 -13,416	-5%	-$783K	0.33%	37
2019 Q3	$17.3M	Sell	297,412 -21,544	-7%	-$1.17M	0.44%	30
2019 Q2	$16.3M	Sell	318,956 -26,040	-8%	-$1.28M	0.44%	29
2019 Q1	$16.7M	Sell	344,996 -27,552	-7%	-$1.26M	0.44%	28
2018 Q4	$16.2M	Sell	372,548 -32,336	-8%	-$1.41M	0.71%	17
2018 Q3	$17M	Sell	404,884 -26,100	-6%	-$1.11M	0.37%	39
2018 Q2	$18M	Buy	+430,984	New	+$17.4M	0.48%	37
2015 Q2	–	Sell	-54,560	Closed	-$1.42M	–	185
2015 Q1	$1.42M	Sell	54,560 -3,384	-6%	-$89.3K	0.05%	134
2014 Q4	$1.54M	Sell	57,944 -4,348	-7%	-$110K	0.06%	129
2014 Q3	$1.46M	Buy	62,292 +18,652	+43%	+$450K	0.06%	142
2014 Q2	$1.12M	Buy	43,640 +21,756	+99%	+$529K	0.05%	131
2014 Q1	$523K	Buy	+21,884	New	+$496K	0.02%	150

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 $3.37T AUM 44.26% 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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Churchill Management's NEE Position: Q2 2020 in Review

Churchill Management sold out of NextEra Energy (NEE) in Q2 2020, closing a stake of 236,024 shares — an estimated $14.2M sold.

Churchill Management first reported a position in NEE in Q1 2014 and held it in 13 quarters. The position peaked at $18M in Q2 2018. 1,842 funds tracked by Wall St. Rank hold NEE as of Q2 2020.

Churchill Management reported no remaining NextEra Energy position as of Q2 2020 after selling out during the quarter.
Churchill Management sold 236,024 NextEra Energy shares in Q2 2020, an estimated $14.2M.
Churchill Management first reported a position in NextEra Energy in Q1 2014 and held it in 13 quarters.
Churchill Management's NextEra Energy position peaked at $18M in Q2 2018.
1,842 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2020.

Based on Churchill Management's 13F filing for Q2 2020, filed 17 Jul 2020.