Harvest Capital Management’s NextEra Energy NEE Stock Holding History

Harvest 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
2019 Q2	$906K	Hold	17,708	–	–	0.26%	34
2019 Q1	$856K	Hold	17,708	–	–	0.27%	34
2018 Q4	$770K	Buy	17,708 +20	+0.1%	+$875	0.28%	34
2018 Q3	$741K	Hold	17,688	–	–	0.23%	36
2018 Q2	$739K	Hold	17,688	–	–	0.25%	31
2018 Q1	$722K	Hold	17,688	–	–	0.28%	29
2017 Q4	$691K	Sell	17,688 -1,932	-10%	-$74.6K	0.26%	35
2017 Q3	$719K	Hold	19,620	–	–	0.28%	32
2017 Q2	$687K	Hold	19,620	–	–	0.28%	35
2017 Q1	$630K	Hold	19,620	–	–	0.26%	36
2016 Q4	$585K	Hold	19,620	–	–	0.26%	37
2016 Q3	$560K	Hold	19,620	–	–	0.26%	37
2016 Q2	$639K	Hold	19,620	–	–	0.3%	33
2016 Q1	$580K	Hold	19,620	–	–	0.27%	38
2015 Q4	$510K	Hold	19,620	–	–	0.23%	39
2015 Q3	$481K	Hold	19,620	–	–	0.22%	38
2015 Q2	$481K	Hold	19,620	–	–	0.22%	38
2015 Q1	$510K	Hold	19,620	–	–	0.23%	36
2014 Q4	$521K	Sell	19,620 -276	-1%	-$6.97K	0.27%	31
2014 Q3	$467K	Hold	19,896	–	–	0.23%	38
2014 Q2	$510K	Sell	19,896 -2,044	-9%	-$49.7K	0.24%	37
2014 Q1	$524K	Hold	21,940	–	–	0.25%	40
2013 Q4	$470K	Hold	21,940	–	–	0.24%	40
2013 Q3	$440K	Buy	+21,940	New	+$453K	0.27%	40

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Harvest Capital Management's NEE Position: Q2 2019 in Review

Harvest Capital Management held its NextEra Energy (NEE) position steady in Q2 2019 at 17,708 shares worth $906K. The position accounts for 0.26% of the portfolio, ranked #34.

Harvest Capital Management first reported a position in NEE in Q3 2013 and has held it in 24 quarters since. 1,599 funds tracked by Wall St. Rank hold NEE as of Q2 2019.

Harvest Capital Management held 17,708 shares of NextEra Energy worth $906K as of Q2 2019.
Harvest Capital Management left its NextEra Energy share count unchanged in Q2 2019.
NextEra Energy made up 0.26% of Harvest Capital Management's portfolio in Q2 2019, its #34 holding.
Harvest Capital Management first reported a position in NextEra Energy in Q3 2013 and has held it in 24 quarters since.
1,599 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2019.

Based on Harvest Capital Management's 13F filing for Q2 2019, filed 7 Aug 2019.