InterOcean Capital’s NextEra Energy NEE Stock Holding History

InterOcean 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	$288K	Buy	4,804 +428	+10%	+$25.6K	0.02%	149
2020 Q1	$263K	Sell	4,376 -1,664	-28%	-$105K	0.02%	151
2019 Q4	$366K	Hold	6,040	–	–	0.03%	152
2019 Q3	$352K	Sell	6,040 -1,128	-16%	-$61K	0.03%	157
2019 Q2	$367K	Sell	7,168 -40	-0.6%	-$1.97K	0.03%	139
2019 Q1	$348K	Sell	7,208 -1,440	-17%	-$65.8K	0.03%	139
2018 Q4	$376K	Buy	+8,648	New	+$378K	0.04%	138

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

InterOcean Capital's NEE Position: Q2 2020 in Review

InterOcean Capital increased its NextEra Energy (NEE) stake by 9.8% in Q2 2020, buying an estimated $25.6K and bringing the position to 4,804 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #149.

InterOcean Capital first reported a position in NEE in Q4 2018 and has held it in 7 quarters since. The position peaked at $376K in Q4 2018. 1,841 funds tracked by Wall St. Rank hold NEE as of Q2 2020.

InterOcean Capital held 4,804 shares of NextEra Energy worth $288K as of Q2 2020.
InterOcean Capital bought 428 NextEra Energy shares in Q2 2020, an estimated $25.6K.
NextEra Energy made up 0.02% of InterOcean Capital's portfolio in Q2 2020, its #149 holding.
InterOcean Capital first reported a position in NextEra Energy in Q4 2018 and has held it in 7 quarters since.
InterOcean Capital's NextEra Energy position peaked at $376K in Q4 2018.
1,841 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2020.

Based on InterOcean Capital's 13F filing for Q2 2020, filed 13 Aug 2020.