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ClearArc Capital’s NextEra Energy NEE Stock Holding History

ClearArc Capital’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
Q4 		$1.26M Sell
20,864
-8,596
-29% -$502K 0.49% 48
2019
Q3 		$1.72M Buy
29,460
+920
+3% +$49.8K 0.5% 45
2019
Q2 		$1.46M Sell
28,540
-3,488
-11% -$172K 0.43% 55
2019
Q1 		$1.55M Sell
32,028
-776
-2% -$35.5K 0.42% 59
2018
Q4 		$1.43M Sell
32,804
-131,040
-80% -$5.73M 0.43% 57
2018
Q3 		$6.87M Sell
163,844
-736
-0.4% -$31.3K 0.9% 24
2018
Q2 		$6.87M Buy
164,580
+4,632
+3% +$187K 0.97% 20
2018
Q1 		$6.53M Sell
159,948
-128
-0.1% -$4.94K 0.99% 19
2017
Q4 		$6.25M Buy
160,076
+20,048
+14% +$774K 0.85% 27
2017
Q3 		$5.13M Buy
140,028
+50,664
+57% +$1.86M 0.77% 35
2017
Q2 		$3.13M Buy
89,364
+684
+0.8% +$23.4K 0.51% 53
2017
Q1 		$2.85M Buy
88,680
+796
+0.9% +$25K 0.47% 54
2016
Q4 		$2.63M Buy
87,884
+4,152
+5% +$124K 0.47% 56
2016
Q3 		$2.56M Buy
83,732
+3,788
+5% +$119K 0.48% 53
2016
Q2 		$2.61M Buy
79,944
+2,580
+3% +$77.5K 0.51% 55
2016
Q1 		$2.29M Buy
77,364
+4,424
+6% +$124K 0.48% 52
2015
Q4 		$1.89M Sell
72,940
-3,224
-4% -$81.6K 0.4% 60
2015
Q3 		$1.86M Buy
76,164
+7,352
+11% +$187K 0.39% 63
2015
Q2 		$1.69M Buy
68,812
+8,048
+13% +$205K 0.31% 86
2015
Q1 		$1.58M Buy
60,764
+7,848
+15% +$207K 0.32% 81
2014
Q4 		$1.41M Buy
52,916
+2,504
+5% +$63.2K 0.29% 105
2014
Q3 		$1.18M Sell
50,412
-312
-0.6% -$7.53K 0.27% 115
2014
Q2 		$1.3M Buy
50,724
+1,176
+2% +$28.6K 0.3% 100
2014
Q1 		$1.18M Buy
49,548
+7,636
+18% +$173K 0.29% 98
2013
Q4 		$897K Sell
41,912
-128,584
-75% -$2.71M 0.23% 130
2013
Q3 		$3.42M Sell
170,496
-14,560
-8% -$301K 0.96% 19
2013
Q2 		$3.77M Buy
+185,056
New +$3.67M 1.01% 21

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
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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearArc Capital's NEE Position: Q4 2019 in Review

ClearArc Capital reduced its NextEra Energy (NEE) stake by 29% in Q4 2019, selling an estimated $502K and leaving 20,864 shares worth $1.26M. The position accounts for 0.49% of the portfolio, ranked #48.

ClearArc Capital first reported a position in NEE in Q2 2013 and has held it in 27 quarters since. The position peaked at $6.87M in Q2 2018. 1,785 funds tracked by Wall St. Rank hold NEE as of Q4 2019.

  • ClearArc Capital held 20,864 shares of NextEra Energy worth $1.26M as of Q4 2019.
  • ClearArc Capital sold 8,596 NextEra Energy shares in Q4 2019, an estimated $502K.
  • NextEra Energy made up 0.49% of ClearArc Capital's portfolio in Q4 2019, its #48 holding.
  • ClearArc Capital first reported a position in NextEra Energy in Q2 2013 and has held it in 27 quarters since.
  • ClearArc Capital's NextEra Energy position peaked at $6.87M in Q2 2018.
  • 1,785 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2019.

Based on ClearArc Capital's 13F filing for Q4 2019, filed 14 Feb 2020.