Keeler Thomas Management’s NextEra Energy NEE Stock Holding History

Keeler Thomas 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
2021 Q1	–	Sell	-2,678	Closed	-$206K	–	81
2020 Q4	$206K	Buy	+2,678	New	+$200K	0.12%	70
2020 Q1	–	Sell	-4,440	Closed	-$268K	–	59
2019 Q4	$268K	Buy	4,440 +112	+3%	+$6.54K	0.19%	61
2019 Q3	$252K	Buy	4,328 +336	+8%	+$18.2K	0.19%	61
2019 Q2	$204K	Sell	3,992 -460	-10%	-$22.6K	0.16%	53
2019 Q1	$215K	Buy	+4,452	New	+$204K	0.18%	53
2018 Q1	–	Sell	-3,308	Closed	-$129K	–	112
2017 Q4	$129K	Buy	+3,308	New	+$128K	0.12%	65

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Keeler Thomas Management's NEE Position: Q1 2021 in Review

Keeler Thomas Management sold out of NextEra Energy (NEE) in Q1 2021, closing a stake of 2,678 shares — an estimated $206K sold.

Keeler Thomas Management first reported a position in NEE in Q4 2017 and held it in 6 quarters. The position peaked at $268K in Q4 2019. 2,148 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

Keeler Thomas Management reported no remaining NextEra Energy position as of Q1 2021 after selling out during the quarter.
Keeler Thomas Management sold 2,678 NextEra Energy shares in Q1 2021, an estimated $206K.
Keeler Thomas Management first reported a position in NextEra Energy in Q4 2017 and held it in 6 quarters.
Keeler Thomas Management's NextEra Energy position peaked at $268K in Q4 2019.
2,148 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on Keeler Thomas Management's 13F filing for Q1 2021, filed 23 Apr 2021.