Gantzert Investment Company’s NextEra Energy NEE Stock Holding History

Gantzert Investment Company’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	$6.18M	Sell	89,100 -1,260	-1%	-$87K	5.58%	2
2020 Q2	$5.42M	Sell	90,360 -2,780	-3%	-$166K	5.32%	4
2020 Q1	$5.6M	Buy	93,140 +2,780	+3%	+$175K	6.01%	2
2019 Q4	$5.47M	Sell	90,360 -900	-1%	-$52.5K	5%	2
2019 Q3	$5.32M	Buy	91,260 +3,280	+4%	+$178K	5.21%	2
2019 Q2	$4.51M	Sell	87,980 -140	-0.2%	-$6.89K	4.44%	2
2019 Q1	$4.26M	Sell	88,120 -560	-0.6%	-$25.6K	4.31%	2
2018 Q4	$3.85M	Buy	+88,680	New	+$3.88M	4.3%	3

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

Gantzert Investment Company's NEE Position: Q3 2020 in Review

Gantzert Investment Company reduced its NextEra Energy (NEE) stake by 1.4% in Q3 2020, selling an estimated $87K and leaving 89,100 shares worth $6.18M. The position accounts for 5.58% of the portfolio, ranked #2.

Gantzert Investment Company first reported a position in NEE in Q4 2018 and has held it in 8 quarters since. 1,910 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

Gantzert Investment Company held 89,100 shares of NextEra Energy worth $6.18M as of Q3 2020.
Gantzert Investment Company sold 1,260 NextEra Energy shares in Q3 2020, an estimated $87K.
NextEra Energy made up 5.58% of Gantzert Investment Company's portfolio in Q3 2020, its #2 holding.
Gantzert Investment Company first reported a position in NextEra Energy in Q4 2018 and has held it in 8 quarters since.
1,910 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on Gantzert Investment Company's 13F filing for Q3 2020, filed 7 Oct 2020.