Global Financial Private Capital’s NextEra Energy NEE Stock Holding History

Global Financial Private Capital’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 Q2	$2.14M	Buy	35,596 +492	+1%	+$29.4K	0.13%	142
2020 Q1	$2.12M	Sell	35,104 -2,688	-7%	-$169K	0.13%	142
2019 Q4	$2.29M	Buy	37,792 +29,204	+340%	+$1.71M	0.11%	178
2019 Q3	$500K	Buy	8,588 +516	+6%	+$27.9K	0.03%	214
2019 Q2	$413K	Sell	8,072 -11,384	-59%	-$560K	0.02%	239
2019 Q1	$940K	Buy	19,456 +6,688	+52%	+$306K	0.04%	250
2018 Q4	$555K	Sell	12,768 -34,272	-73%	-$1.5M	0.03%	245
2018 Q3	$1.97M	Sell	47,040 -7,068	-13%	-$301K	0.07%	211
2018 Q2	$2.26M	Buy	54,108 +35,120	+185%	+$1.42M	0.08%	184
2018 Q1	$775K	Sell	18,988 -736	-4%	-$28.4K	0.03%	291
2017 Q4	$770K	Sell	19,724 -76	-0.4%	-$2.93K	0.03%	293
2017 Q3	$725K	Buy	+19,800	New	+$725K	0.03%	274

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Global Financial Private Capital's NEE Position: Q2 2020 in Review

Global Financial Private Capital increased its NextEra Energy (NEE) stake by 1.4% in Q2 2020, buying an estimated $29.4K and bringing the position to 35,596 shares worth $2.14M. The position accounts for 0.13% of the portfolio, ranked #142.

Global Financial Private Capital first reported a position in NEE in Q3 2017 and has held it in 12 quarters since. The position peaked at $2.29M in Q4 2019. 1,842 funds tracked by Wall St. Rank hold NEE as of Q2 2020.

Global Financial Private Capital held 35,596 shares of NextEra Energy worth $2.14M as of Q2 2020.
Global Financial Private Capital bought 492 NextEra Energy shares in Q2 2020, an estimated $29.4K.
NextEra Energy made up 0.13% of Global Financial Private Capital's portfolio in Q2 2020, its #142 holding.
Global Financial Private Capital first reported a position in NextEra Energy in Q3 2017 and has held it in 12 quarters since.
Global Financial Private Capital's NextEra Energy position peaked at $2.29M in Q4 2019.
1,842 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.