Jupiter Investment Management’s NextEra Energy NEE Stock Holding History

Jupiter Investment 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
2020 Q2	$266K	Sell	4,436 -4,852	-52%	-$290K	﹤0.01%	361
2020 Q1	$558K	Buy	+9,288	New	+$584K	0.01%	278
2017 Q2	–	Sell	-294,756	Closed	-$9.46M	–	460
2017 Q1	$9.46M	Buy	+294,756	New	+$9.27M	0.13%	118
2016 Q1	–	Sell	-8,816	Closed	-$228K	–	502
2015 Q4	$228K	Sell	8,816 -52,940	-86%	-$1.34M	0.01%	217
2015 Q3	$1.51M	Sell	61,756 -85,992	-58%	-$2.19M	0.04%	177
2015 Q2	$3.62M	Buy	+147,748	New	+$3.76M	0.11%	116
2015 Q1	–	Sell	-15,752	Closed	-$418K	–	392
2014 Q4	$418K	Buy	+15,752	New	+$398K	0.01%	311

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

Jupiter Investment Management's NEE Position: Q2 2020 in Review

Jupiter Investment Management reduced its NextEra Energy (NEE) stake by 52% in Q2 2020, selling an estimated $290K and leaving 4,436 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Jupiter Investment Management first reported a position in NEE in Q4 2014 and has held it in 7 quarters since. The position peaked at $9.46M in Q1 2017. 1,841 funds tracked by Wall St. Rank hold NEE as of Q2 2020.

Jupiter Investment Management held 4,436 shares of NextEra Energy worth $266K as of Q2 2020.
Jupiter Investment Management sold 4,852 NextEra Energy shares in Q2 2020, an estimated $290K.
NextEra Energy made up ﹤0.01% of Jupiter Investment Management's portfolio in Q2 2020, its #361 holding.
Jupiter Investment Management first reported a position in NextEra Energy in Q4 2014 and has held it in 7 quarters since.
Jupiter Investment Management's NextEra Energy position peaked at $9.46M in Q1 2017.
1,841 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.