Glenview State Bank Trust Department’s NextEra Energy NEE Stock Holding History

Glenview State Bank Trust Department’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
2021 Q2	$2.51M	Sell	34,256 -300	-0.9%	-$22.5K	0.77%	33
2021 Q1	$2.61M	Buy	34,556 +805	+2%	+$62.8K	0.85%	31
2020 Q4	$2.6M	Buy	33,751 +2,815	+9%	+$211K	0.91%	29
2020 Q3	$2.15M	Buy	30,936 +100	+0.3%	+$6.9K	0.82%	31
2020 Q2	$1.85M	Sell	30,836 -344	-1%	-$20.6K	0.77%	32
2020 Q1	$1.88M	Sell	31,180 -100	-0.3%	-$6.29K	0.9%	30
2019 Q4	$1.89M	Sell	31,280 -740	-2%	-$43.2K	0.73%	34
2019 Q3	$1.86M	Sell	32,020 -2,060	-6%	-$111K	0.75%	34
2019 Q2	$1.75M	Sell	34,080 -140	-0.4%	-$6.89K	0.73%	35
2019 Q1	$1.65M	Sell	34,220 -600	-2%	-$27.4K	0.71%	34
2018 Q4	$1.51M	Sell	34,820 -640	-2%	-$28K	0.73%	33
2018 Q3	$1.49M	Hold	35,460	–	–	0.65%	35
2018 Q2	$1.48M	Buy	35,460 +1,000	+3%	+$40.4K	0.68%	33
2018 Q1	$1.41M	Hold	34,460	–	–	0.66%	35
2017 Q4	$1.34M	Sell	34,460 -600	-2%	-$23.2K	0.62%	36
2017 Q3	$1.28M	Sell	35,060 -200	-0.6%	-$7.33K	0.62%	37
2017 Q2	$1.24M	Buy	35,260 +1,400	+4%	+$47.9K	0.63%	38
2017 Q1	$1.09M	Sell	33,860 -600	-2%	-$18.9K	0.56%	40
2016 Q4	$1.03M	Hold	34,460	–	–	0.56%	40
2016 Q3	$1.05M	Sell	34,460 -220	-0.6%	-$6.93K	0.59%	42
2016 Q2	$1.13M	Sell	34,680 -2,400	-6%	-$72.1K	0.65%	42
2016 Q1	$1.1M	Sell	37,080 -4,800	-11%	-$135K	0.66%	41
2015 Q4	$1.09M	Buy	41,880 +600	+1%	+$15.2K	0.67%	41
2015 Q3	$1.01M	Hold	41,280	–	–	0.68%	41
2015 Q2	$1.01M	Sell	41,280 -10,000	-20%	-$254K	0.62%	41
2015 Q1	$1.33M	Sell	51,280 -3,840	-7%	-$101K	0.8%	35
2014 Q4	$1.46M	Sell	55,120 -4,200	-7%	-$106K	0.88%	33
2014 Q3	$1.39M	Sell	59,320 -3,200	-5%	-$77.3K	0.85%	35
2014 Q2	$1.6M	Sell	62,520 -400	-0.6%	-$9.73K	0.96%	31
2014 Q1	$1.5M	Buy	62,920 +2,600	+4%	+$58.9K	0.93%	32
2013 Q4	$1.29M	Buy	+60,320	New	+$1.27M	0.81%	36

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Glenview State Bank Trust Department's NEE Position: Q2 2021 in Review

Glenview State Bank Trust Department reduced its NextEra Energy (NEE) stake by 0.87% in Q2 2021, selling an estimated $22.5K and leaving 34,256 shares worth $2.51M. The position accounts for 0.77% of the portfolio, ranked #33.

Glenview State Bank Trust Department first reported a position in NEE in Q4 2013 and has held it in 31 quarters since. The position peaked at $2.61M in Q1 2021. 2,145 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

Glenview State Bank Trust Department held 34,256 shares of NextEra Energy worth $2.51M as of Q2 2021.
Glenview State Bank Trust Department sold 300 NextEra Energy shares in Q2 2021, an estimated $22.5K.
NextEra Energy made up 0.77% of Glenview State Bank Trust Department's portfolio in Q2 2021, its #33 holding.
Glenview State Bank Trust Department first reported a position in NextEra Energy in Q4 2013 and has held it in 31 quarters since.
Glenview State Bank Trust Department's NextEra Energy position peaked at $2.61M in Q1 2021.
2,145 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on Glenview State Bank Trust Department's 13F filing for Q2 2021, filed 28 Jul 2021.