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Fortis Capital Management’s NextEra Energy NEE Stock Holding History

Fortis 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 		– Sell
-31,016
Closed -$1.86M – 93
2020
Q2 		$1.86M Buy
31,016
+15,016
+94% +$899K 2.1% 12
2020
Q1 		$962K Buy
+16,000
New +$1.01M 2.86% 15

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Fortis Capital Management sold out of NextEra Energy (NEE) in Q3 2020, closing a stake of 31,016 shares — an estimated $1.86M sold.

Fortis Capital Management first reported a position in NEE in Q1 2020 and held it in 2 quarters. The position peaked at $1.86M in Q2 2020. 1,909 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

  • Fortis Capital Management reported no remaining NextEra Energy position as of Q3 2020 after selling out during the quarter.
  • Fortis Capital Management sold 31,016 NextEra Energy shares in Q3 2020, an estimated $1.86M.
  • Fortis Capital Management first reported a position in NextEra Energy in Q1 2020 and held it in 2 quarters.
  • Fortis Capital Management's NextEra Energy position peaked at $1.86M in Q2 2020.
  • 1,909 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on Fortis Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.