Gideon Capital Advisors’s NextEra Energy NEE Stock Holding History

Gideon Capital Advisors’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 Q1	–	Sell	-6,688	Closed	-$405K	–	140
2019 Q4	$405K	Buy	+6,688	New	+$390K	0.14%	191
2018 Q4	–	Sell	-89,616	Closed	-$3.75M	–	462
2018 Q3	$3.75M	Buy	89,616 +48,976	+121%	+$2.08M	1.77%	4
2018 Q2	$1.7M	Buy	40,640 +35,492	+689%	+$1.43M	0.85%	12
2018 Q1	$210K	Buy	+5,148	New	+$199K	0.13%	313
2017 Q2	–	Sell	-40,568	Closed	-$1.3M	–	357
2017 Q1	$1.3M	Buy	+40,568	New	+$1.28M	0.77%	8
2016 Q4	–	Sell	-82,432	Closed	-$2.52M	–	453
2016 Q3	$2.52M	Buy	+82,432	New	+$2.6M	1.52%	13
2016 Q2	–	Sell	-29,052	Closed	-$860K	–	236
2016 Q1	$860K	Buy	+29,052	New	+$816K	1.07%	25
2015 Q4	–	Sell	-144,264	Closed	-$3.52M	–	253
2015 Q3	$3.52M	Buy	+144,264	New	+$3.67M	2.06%	2
2014 Q4	–	Sell	-28,880	Closed	-$678K	–	273
2014 Q3	$678K	Buy	+28,880	New	+$697K	0.26%	124

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gideon Capital Advisors's NEE Position: Q1 2020 in Review

Gideon Capital Advisors sold out of NextEra Energy (NEE) in Q1 2020, closing a stake of 6,688 shares — an estimated $405K sold.

Gideon Capital Advisors first reported a position in NEE in Q3 2014 and held it in 9 quarters. The position peaked at $3.75M in Q3 2018. 1,805 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

Gideon Capital Advisors reported no remaining NextEra Energy position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 6,688 NextEra Energy shares in Q1 2020, an estimated $405K.
Gideon Capital Advisors first reported a position in NextEra Energy in Q3 2014 and held it in 9 quarters.
Gideon Capital Advisors's NextEra Energy position peaked at $3.75M in Q3 2018.
1,805 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.