DC Investments Management’s NextEra Energy NEE Stock Holding History

DC Investments 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	-5,368	Closed	-$323K	–	345
2020 Q1	$323K	Sell	5,368 -1,584	-23%	-$99.6K	0.26%	158
2019 Q4	$421K	Sell	6,952 -2,368	-25%	-$138K	0.32%	156
2019 Q3	$543K	Sell	9,320 -4,284	-31%	-$232K	0.32%	105
2019 Q2	$697K	Buy	13,604 +5,956	+78%	+$293K	0.39%	35
2019 Q1	$370K	Hold	7,648	–	–	0.23%	188
2018 Q4	$332K	Buy	+7,648	New	+$334K	0.27%	181
2018 Q2	–	Sell	-28,144	Closed	-$1.15M	–	365
2018 Q1	$1.15M	Hold	28,144	–	–	0.77%	22
2017 Q4	$1.1M	Buy	+28,144	New	+$1.09M	0.45%	31

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

DC Investments Management's NEE Position: Q2 2020 in Review

DC Investments Management sold out of NextEra Energy (NEE) in Q2 2020, closing a stake of 5,368 shares — an estimated $323K sold.

DC Investments Management first reported a position in NEE in Q4 2017 and held it in 8 quarters. The position peaked at $1.15M in Q1 2018. 1,841 funds tracked by Wall St. Rank hold NEE as of Q2 2020.

DC Investments Management reported no remaining NextEra Energy position as of Q2 2020 after selling out during the quarter.
DC Investments Management sold 5,368 NextEra Energy shares in Q2 2020, an estimated $323K.
DC Investments Management first reported a position in NextEra Energy in Q4 2017 and held it in 8 quarters.
DC Investments Management's NextEra Energy position peaked at $1.15M in Q1 2018.
1,841 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2020.

Based on DC Investments Management's 13F filing for Q2 2020, filed 3 Aug 2020.