EDMP Inc’s NextEra Energy NEE Stock Holding History

EDMP Inc’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	-21,180	Closed	-$627K	–	47
2020 Q1	$627K	Buy	+21,180	New	+$1.33M	0.56%	43
2019 Q3	–	Sell	-13,740	Closed	-$704K	–	54
2019 Q2	$704K	Sell	13,740 -1,200	-8%	-$59K	0.65%	38
2019 Q1	$722K	Sell	14,940 -1,720	-10%	-$78.6K	0.7%	35
2018 Q4	$724K	Hold	16,660	–	–	0.81%	34
2018 Q3	$698K	Sell	16,660 -400	-2%	-$17K	0.66%	37
2018 Q2	$712K	Sell	17,060 -560	-3%	-$22.6K	0.73%	34
2018 Q1	$719K	Sell	17,620 -400	-2%	-$15.4K	0.71%	34
2017 Q4	$677K	Sell	18,020 -360	-2%	-$13.9K	0.58%	36
2017 Q3	$673K	Sell	18,380 -100	-0.5%	-$3.66K	0.61%	37
2017 Q2	$647K	Sell	18,480 -2,460	-12%	-$84.1K	0.6%	38
2017 Q1	$672K	Sell	20,940 -240	-1%	-$7.55K	0.6%	38
2016 Q4	$633K	Hold	21,180	–	–	0.62%	38
2016 Q3	$648K	Hold	21,180	–	–	0.62%	37
2016 Q2	$690K	Hold	21,180	–	–	0.67%	34
2016 Q1	$627K	Sell	21,180 -800	-4%	-$22.5K	0.6%	38
2015 Q4	$571K	Hold	21,980	–	–	0.55%	37
2015 Q3	$536K	Sell	21,980 -1,260	-5%	-$32K	0.55%	35
2015 Q2	$570K	Sell	23,240 -300	-1%	-$7.63K	0.55%	33
2015 Q1	$612K	Sell	23,540 -420	-2%	-$11.1K	0.56%	33
2014 Q4	$637K	Sell	23,960 -3,280	-12%	-$82.8K	0.6%	33
2014 Q3	$639K	Hold	27,240	–	–	0.6%	35
2014 Q2	$698K	Sell	27,240 -900	-3%	-$21.9K	0.65%	32
2014 Q1	$673K	Sell	28,140 -200	-0.7%	-$4.53K	0.62%	33
2013 Q4	$607K	Sell	28,340 -1,220	-4%	-$25.7K	0.54%	34
2013 Q3	$592K	Hold	29,560	–	–	0.6%	32
2013 Q2	$602K	Buy	+29,560	New	+$586K	0.62%	34

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

EDMP Inc's NEE Position: Q2 2020 in Review

EDMP Inc sold out of NextEra Energy (NEE) in Q2 2020, closing a stake of 21,180 shares — an estimated $627K sold.

EDMP Inc first reported a position in NEE in Q2 2013 and held it in 26 quarters. The position peaked at $724K in Q4 2018. 1,841 funds tracked by Wall St. Rank hold NEE as of Q2 2020.

EDMP Inc reported no remaining NextEra Energy position as of Q2 2020 after selling out during the quarter.
EDMP Inc sold 21,180 NextEra Energy shares in Q2 2020, an estimated $627K.
EDMP Inc first reported a position in NextEra Energy in Q2 2013 and held it in 26 quarters.
EDMP Inc's NextEra Energy position peaked at $724K in Q4 2018.
1,841 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2020.

Based on EDMP Inc's 13F filing for Q2 2020, filed 20 Jul 2020.