Crow Point Partners’s NextEra Energy NEE Stock Holding History

Crow Point Partners’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	–	Sell	-412,060	Closed	-$23.8M	–	116
2019 Q3	$23.8M	Sell	412,060 -8,000	-2%	-$433K	3.47%	11
2019 Q2	$21.5M	Sell	420,060 -279,940	-40%	-$13.8M	3.46%	10
2019 Q1	$33.8M	Hold	700,000	–	–	5.73%	5
2018 Q4	$30.2M	Hold	700,000	–	–	5.62%	4
2018 Q3	$29.3M	Hold	700,000	–	–	5.04%	5
2018 Q2	$29.2M	Sell	700,000 -101,480	-13%	-$4.1M	5.45%	5
2018 Q1	$32.7M	Buy	801,480 +1,480	+0.2%	+$57.1K	6.02%	4
2017 Q4	$31.3M	Hold	800,000	–	–	4.92%	6
2017 Q3	$29.4M	Hold	800,000	–	–	4.71%	5
2017 Q2	$28M	Hold	800,000	–	–	4.6%	5
2017 Q1	$25.6M	Sell	800,000 -140,000	-15%	-$4.4M	3.97%	7
2016 Q4	$28.1M	Hold	940,000	–	–	4.57%	2
2016 Q3	$28.7M	Buy	+940,000	New	+$29.6M	4.5%	1
2015 Q3	$25.4M	Hold	1,040,000	–	–	3.75%	4
2015 Q2	$25.5M	Hold	1,040,000	–	–	3.75%	2
2015 Q1	$27.1M	Buy	+1,040,000	New	+$27.4M	3.7%	3
2014 Q3	$26.3M	Sell	1,120,000 -80,200	-7%	-$1.94M	3.48%	3
2014 Q2	$28.7M	Hold	1,200,200	–	–	3.72%	3
2014 Q1	$28.7M	Buy	+1,200,200	New	+$27.2M	3.72%	3

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crow Point Partners's NEE Position: Q4 2019 in Review

Crow Point Partners sold out of NextEra Energy (NEE) in Q4 2019, closing a stake of 412,060 shares — an estimated $23.8M sold.

Crow Point Partners first reported a position in NEE in Q1 2014 and held it in 19 quarters. The position peaked at $33.8M in Q1 2019. 1,785 funds tracked by Wall St. Rank hold NEE as of Q4 2019.

Crow Point Partners reported no remaining NextEra Energy position as of Q4 2019 after selling out during the quarter.
Crow Point Partners sold 412,060 NextEra Energy shares in Q4 2019, an estimated $23.8M.
Crow Point Partners first reported a position in NextEra Energy in Q1 2014 and held it in 19 quarters.
Crow Point Partners's NextEra Energy position peaked at $33.8M in Q1 2019.
1,785 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2019.

Based on Crow Point Partners's 13F filing for Q4 2019, filed 14 Feb 2020.