Fiduciary Financial Services of The Southwest’s NextEra Energy NEE Stock Holding History

Fiduciary Financial Services of The Southwest’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	$7.17M	Sell	118,416 -1,328	-1%	-$77.5K	1.87%	15
2019 Q3	$6.97M	Sell	119,744 -5,000	-4%	-$271K	1.86%	12
2019 Q2	$6.39M	Sell	124,744 -584	-0.5%	-$28.7K	1.81%	15
2019 Q1	$6.06M	Sell	125,328 -392	-0.3%	-$17.9K	1.76%	15
2018 Q4	$5.46M	Sell	125,720 -5,568	-4%	-$243K	1.72%	16
2018 Q3	$5.5M	Buy	131,288 +940	+0.7%	+$40K	1.53%	18
2018 Q2	$5.44M	Sell	130,348 -1,540	-1%	-$62.2K	1.65%	15
2018 Q1	$5.38M	Sell	131,888 -1,224	-0.9%	-$47.2K	1.65%	16
2017 Q4	$5.2M	Sell	133,112 -5,948	-4%	-$230K	1.52%	21
2017 Q3	$5.09M	Buy	139,060 +1,552	+1%	+$56.9K	1.52%	20
2017 Q2	$4.82M	Buy	137,508 +2,920	+2%	+$99.8K	1.48%	20
2017 Q1	$4.32M	Sell	134,588 -3,180	-2%	-$100K	1.37%	24
2016 Q4	$4.11M	Sell	137,768 -4,320	-3%	-$129K	1.36%	24
2016 Q3	$4.34M	Sell	142,088 -4,392	-3%	-$138K	1.4%	23
2016 Q2	$4.78M	Buy	146,480 +700	+0.5%	+$21K	1.54%	19
2016 Q1	$4.31M	Sell	145,780 -1,680	-1%	-$47.2K	1.53%	19
2015 Q4	$3.83M	Sell	147,460 -4,708	-3%	-$119K	1.36%	22
2015 Q3	$3.71M	Buy	152,168 +528	+0.3%	+$13.4K	1.3%	23
2015 Q2	$3.72M	Sell	151,640 -3,048	-2%	-$77.5K	1.15%	24
2015 Q1	$4.02M	Sell	154,688 -2,728	-2%	-$72K	1.18%	25
2014 Q4	$4.18M	Sell	157,416 -584	-0.4%	-$14.7K	1.2%	21
2014 Q3	$3.71M	Buy	158,000 +944	+0.6%	+$22.8K	1.05%	28
2014 Q2	$4.02M	Sell	157,056 -416	-0.3%	-$10.1K	1.13%	27
2014 Q1	$3.76M	Buy	157,472 +384	+0.2%	+$8.7K	1.14%	26
2013 Q4	$3.36M	Sell	157,088 -1,592	-1%	-$33.6K	1.06%	28
2013 Q3	$3.18M	Sell	158,680 -2,408	-1%	-$49.7K	1.05%	29
2013 Q2	$3.28M	Buy	+161,088	New	+$3.2M	1.09%	27

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 $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fiduciary Financial Services of The Southwest's NEE Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its NextEra Energy (NEE) stake by 1.1% in Q4 2019, selling an estimated $77.5K and leaving 118,416 shares worth $7.17M. The position accounts for 1.87% of the portfolio, ranked #15.

Fiduciary Financial Services of The Southwest first reported a position in NEE in Q2 2013 and has held it in 27 quarters since. 1,785 funds tracked by Wall St. Rank hold NEE as of Q4 2019.

Fiduciary Financial Services of The Southwest held 118,416 shares of NextEra Energy worth $7.17M as of Q4 2019.
Fiduciary Financial Services of The Southwest sold 1,328 NextEra Energy shares in Q4 2019, an estimated $77.5K.
NextEra Energy made up 1.87% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #15 holding.
Fiduciary Financial Services of The Southwest first reported a position in NextEra Energy in Q2 2013 and has held it in 27 quarters since.
1,785 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.