First Western Capital Management’s NextEra Energy NEE Stock Holding History

First Western 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	$282K	Sell	4,064 -36	-0.9%	-$2.48K	5.98%	8
2020 Q2	$246K	Sell	4,100 -20	-0.5%	-$1.2K	5.55%	12
2020 Q1	$248K	Sell	4,120 -1,508	-27%	-$94.8K	7.45%	8
2019 Q4	$341K	Hold	5,628	–	–	5.41%	5
2019 Q3	$328K	Sell	5,628 -1,144	-17%	-$61.9K	5.11%	4
2019 Q2	$347K	Buy	6,772 +1,396	+26%	+$68.7K	4.61%	6
2019 Q1	$260K	Sell	5,376 -1,884	-26%	-$86.1K	3.7%	17
2018 Q4	$315K	Sell	7,260 -3,440	-32%	-$150K	2.86%	19
2018 Q3	$448K	Sell	10,700 -840	-7%	-$35.8K	2.01%	25
2018 Q2	$482K	Buy	11,540 +1,492	+15%	+$60.3K	2.18%	25
2018 Q1	$410K	Buy	+10,048	New	+$387K	1.95%	25

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 $1.56T 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

First Western Capital Management's NEE Position: Q3 2020 in Review

First Western Capital Management reduced its NextEra Energy (NEE) stake by 0.88% in Q3 2020, selling an estimated $2.48K and leaving 4,064 shares worth $282K. The position accounts for 5.98% of the portfolio, ranked #8.

First Western Capital Management first reported a position in NEE in Q1 2018 and has held it in 11 quarters since. The position peaked at $482K in Q2 2018. 1,910 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

First Western Capital Management held 4,064 shares of NextEra Energy worth $282K as of Q3 2020.
First Western Capital Management sold 36 NextEra Energy shares in Q3 2020, an estimated $2.48K.
NextEra Energy made up 5.98% of First Western Capital Management's portfolio in Q3 2020, its #8 holding.
First Western Capital Management first reported a position in NextEra Energy in Q1 2018 and has held it in 11 quarters since.
First Western Capital Management's NextEra Energy position peaked at $482K in Q2 2018.
1,910 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on First Western Capital Management's 13F filing for Q3 2020, filed 18 Nov 2020.