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CIM Investment Management’s NextEra Energy NEE Stock Holding History

CIM Investment 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
Q2 		– Sell
-7,436
Closed -$562K – 320
2021
Q1 		$562K Sell
7,436
-251
-3% -$19.6K 0.18% 115
2020
Q4 		$593K Sell
7,687
-113
-1% -$8.45K 0.19% 102
2020
Q3 		$541K Sell
7,800
-72
-0.9% -$4.97K 0.21% 100
2020
Q2 		$473K Buy
+7,872
New +$471K 0.19% 110
2020
Q1 		– Sell
-16,160
Closed -$978K – 225
2019
Q4 		$978K Hold
16,160
– – 0.39% 49
2019
Q3 		$941K Sell
16,160
-1,664
-9% -$90.1K 0.35% 44
2019
Q2 		$913K Buy
17,824
+684
+4% +$33.7K 0.33% 53
2019
Q1 		$828K Buy
+17,140
New +$784K 0.32% 54
2017
Q3 		– Sell
-21,352
Closed -$748K – 344
2017
Q2 		$748K Sell
21,352
-364
-2% -$12.4K 0.27% 89
2017
Q1 		$697K Sell
21,716
-2,184
-9% -$68.7K 0.24% 93
2016
Q4 		$714K Buy
23,900
+288
+1% +$8.61K 0.26% 95
2016
Q3 		$722K Sell
23,612
-1,960
-8% -$61.7K 0.28% 89
2016
Q2 		$834K Sell
25,572
-1,160
-4% -$34.8K 0.35% 74
2016
Q1 		$791K Sell
26,732
-3,660
-12% -$103K 0.34% 81
2015
Q4 		$789K Hold
30,392
– – 0.36% 98
2015
Q3 		$741K Hold
30,392
– – 0.36% 98
2015
Q2 		$745K Hold
30,392
– – 0.33% 114
2015
Q1 		$791K Hold
30,392
– – 0.34% 108
2014
Q4 		$808K Hold
30,392
– – 0.37% 100
2014
Q3 		$713K Sell
30,392
-1,476
-5% -$35.6K 0.36% 116
2014
Q2 		$816K Sell
31,868
-892
-3% -$21.7K 0.41% 106
2014
Q1 		$783K Sell
32,760
-796
-2% -$18K 0.36% 112
2013
Q4 		$718K Buy
33,556
+2,560
+8% +$54K 0.37% 118
2013
Q3 		$621K Hold
30,996
– – 0.37% 116
2013
Q2 		$631K Buy
+30,996
New +$615K 0.37% 106

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM Investment Management's NEE Position: Q2 2021 in Review

CIM Investment Management sold out of NextEra Energy (NEE) in Q2 2021, closing a stake of 7,436 shares — an estimated $562K sold.

CIM Investment Management first reported a position in NEE in Q2 2013 and held it in 25 quarters. The position peaked at $978K in Q4 2019. 2,148 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

  • CIM Investment Management reported no remaining NextEra Energy position as of Q2 2021 after selling out during the quarter.
  • CIM Investment Management sold 7,436 NextEra Energy shares in Q2 2021, an estimated $562K.
  • CIM Investment Management first reported a position in NextEra Energy in Q2 2013 and held it in 25 quarters.
  • CIM Investment Management's NextEra Energy position peaked at $978K in Q4 2019.
  • 2,148 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on CIM Investment Management's 13F filing for Q2 2021, filed 13 Aug 2021.