Karp Capital Management’s NextEra Energy NEE Stock Holding History

Karp 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 Q1	–	Sell	-472	Closed	-$21K	–	283
2018 Q4	$21K	Buy	+472	New	+$20.6K	0.01%	212
2015 Q4	–	Sell	-640	Closed	-$2K	–	222
2015 Q3	$2K	Buy	640 +240	+60%	+$6.1K	﹤0.01%	325
2015 Q2	$2K	Buy	+400	New	+$10.2K	﹤0.01%	357

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

Karp Capital Management's NEE Position: Q1 2019 in Review

Karp Capital Management sold out of NextEra Energy (NEE) in Q1 2019, closing a stake of 472 shares — an estimated $21K sold.

Karp Capital Management first reported a position in NEE in Q2 2015 and held it in 3 quarters. The position peaked at $21K in Q4 2018. 1,586 funds tracked by Wall St. Rank hold NEE as of Q1 2019.

Karp Capital Management reported no remaining NextEra Energy position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 472 NextEra Energy shares in Q1 2019, an estimated $21K.
Karp Capital Management first reported a position in NextEra Energy in Q2 2015 and held it in 3 quarters.
Karp Capital Management's NextEra Energy position peaked at $21K in Q4 2018.
1,586 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.