ETrade Capital Management’s NextEra Energy NEE Stock Holding History

ETrade 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 Q3	$3.5M	Sell	50,428 -6,216	-11%	-$429K	0.07%	151
2020 Q2	$3.4M	Sell	56,644 -1,724	-3%	-$103K	0.07%	143
2020 Q1	$3.51M	Buy	58,368 +10,944	+23%	+$688K	0.09%	121
2019 Q4	$2.87M	Buy	47,424 +6,232	+15%	+$364K	0.06%	172
2019 Q3	$2.4M	Sell	41,192 -59,156	-59%	-$3.2M	0.06%	190
2019 Q2	$5.14M	Sell	100,348 -2,332	-2%	-$115K	0.14%	75
2019 Q1	$4.96M	Sell	102,680 -1,612	-2%	-$73.7K	0.14%	71
2018 Q4	$4.53M	Sell	104,292 -5,368	-5%	-$235K	0.15%	70
2018 Q3	$4.59M	Buy	109,660 +444	+0.4%	+$18.9K	0.13%	87
2018 Q2	$4.56M	Buy	109,216 +3,912	+4%	+$158K	0.14%	79
2018 Q1	$4.3M	Sell	105,304 -8,580	-8%	-$331K	0.14%	78
2017 Q4	$4.45M	Buy	113,884 +24,760	+28%	+$956K	0.14%	77
2017 Q3	$3.27M	Sell	89,124 -4,464	-5%	-$164K	0.12%	98
2017 Q2	$3.28M	Buy	93,588 +528	+0.6%	+$18K	0.13%	89
2017 Q1	$2.99M	Buy	93,060 +5,724	+7%	+$180K	0.12%	92
2016 Q4	$2.61M	Buy	87,336 +5,312	+6%	+$159K	0.12%	103
2016 Q3	$2.51M	Buy	82,024 +732	+0.9%	+$23.1K	0.12%	97
2016 Q2	$2.65M	Sell	81,292 -412	-0.5%	-$12.4K	0.14%	79
2016 Q1	$2.42M	Sell	81,704 -488	-0.6%	-$13.7K	0.14%	76
2015 Q4	$2.13M	Buy	82,192 +612	+0.8%	+$15.5K	0.13%	95
2015 Q3	$1.99M	Buy	81,580 +12	+0%	+$305	0.12%	101
2015 Q2	$2M	Buy	81,568 +11,300	+16%	+$287K	0.12%	109
2015 Q1	$1.83M	Buy	70,268 +2,248	+3%	+$59.3K	0.11%	128
2014 Q4	$1.81M	Sell	68,020 -456	-0.7%	-$11.5K	0.11%	130
2014 Q3	$1.61M	Buy	68,476 +652	+1%	+$15.7K	0.1%	147
2014 Q2	$1.74M	Buy	67,824 +2,252	+3%	+$54.8K	0.12%	129
2014 Q1	$1.57M	Sell	65,572 -1,900	-3%	-$43K	0.11%	124
2013 Q4	$1.45M	Buy	67,472 +12,772	+23%	+$269K	0.11%	123
2013 Q3	$1.1M	Sell	54,700 -3,876	-7%	-$80K	0.1%	122
2013 Q2	$1.19M	Buy	+58,576	New	+$1.16M	0.13%	66

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

ETrade Capital Management's NEE Position: Q3 2020 in Review

ETrade Capital Management reduced its NextEra Energy (NEE) stake by 11% in Q3 2020, selling an estimated $429K and leaving 50,428 shares worth $3.5M. The position accounts for 0.07% of the portfolio, ranked #151.

ETrade Capital Management first reported a position in NEE in Q2 2013 and has held it in 30 quarters since. The position peaked at $5.14M in Q2 2019. 1,910 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

ETrade Capital Management held 50,428 shares of NextEra Energy worth $3.5M as of Q3 2020.
ETrade Capital Management sold 6,216 NextEra Energy shares in Q3 2020, an estimated $429K.
NextEra Energy made up 0.07% of ETrade Capital Management's portfolio in Q3 2020, its #151 holding.
ETrade Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 30 quarters since.
ETrade Capital Management's NextEra Energy position peaked at $5.14M in Q2 2019.
1,910 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.