Cox Capital Management’s NextEra Energy NEE Stock Holding History

Cox Capital 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	-1,600	Closed	-$97K	–	152
2020 Q1	$97K	Buy	+1,600	New	+$101K	0.08%	85

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cox Capital Management's NEE Position: Q2 2020 in Review

Cox Capital Management sold out of NextEra Energy (NEE) in Q2 2020, closing a stake of 1,600 shares — an estimated $97K sold.

Cox Capital Management first reported a position in NEE in Q1 2020 and held it in 1 quarter. The position peaked at $97K in Q1 2020. 1,842 funds tracked by Wall St. Rank hold NEE as of Q2 2020.

Cox Capital Management reported no remaining NextEra Energy position as of Q2 2020 after selling out during the quarter.
Cox Capital Management sold 1,600 NextEra Energy shares in Q2 2020, an estimated $97K.
Cox Capital Management first reported a position in NextEra Energy in Q1 2020 and held it in 1 quarter.
Cox Capital Management's NextEra Energy position peaked at $97K in Q1 2020.
1,842 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2020.

Based on Cox Capital Management's 13F filing for Q2 2020, filed 1 Jul 2020.