Knights of Columbus Asset Advisors’s NextEra Energy NEE Stock Holding History

Knights of Columbus Asset Advisors’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	–	Sell	-60,228	Closed	-$3.62M	–	384
2020 Q1	$3.62M	Buy	60,228 +1,200	+2%	+$75.4K	0.46%	60
2019 Q4	$3.57M	Hold	59,028	–	–	0.32%	86
2019 Q3	$3.44M	Buy	59,028 +40,468	+218%	+$2.19M	1.31%	23
2019 Q2	$951K	Buy	18,560 +7,400	+66%	+$364K	0.37%	84
2019 Q1	$539K	Sell	11,160 -1,640	-13%	-$75K	0.22%	111
2018 Q4	$556K	Sell	12,800 -400	-3%	-$17.5K	0.25%	105
2018 Q3	$553K	Hold	13,200	–	–	0.22%	111
2018 Q2	$551K	Sell	13,200 -1,200	-8%	-$48.5K	0.27%	81
2018 Q1	$588K	Buy	14,400 +6,400	+80%	+$247K	0.27%	83
2017 Q4	$312K	Sell	8,000 -2,800	-26%	-$108K	0.2%	86
2017 Q3	$396K	Sell	10,800 -1,200	-10%	-$44K	0.27%	86
2017 Q2	$420K	Buy	12,000 +5,200	+76%	+$178K	0.29%	85
2017 Q1	$218K	Buy	+6,800	New	+$214K	0.15%	91

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

Knights of Columbus Asset Advisors's NEE Position: Q2 2020 in Review

Knights of Columbus Asset Advisors sold out of NextEra Energy (NEE) in Q2 2020, closing a stake of 60,228 shares — an estimated $3.62M sold.

Knights of Columbus Asset Advisors first reported a position in NEE in Q1 2017 and held it in 13 quarters. The position peaked at $3.62M in Q1 2020. 1,842 funds tracked by Wall St. Rank hold NEE as of Q2 2020.

Knights of Columbus Asset Advisors reported no remaining NextEra Energy position as of Q2 2020 after selling out during the quarter.
Knights of Columbus Asset Advisors sold 60,228 NextEra Energy shares in Q2 2020, an estimated $3.62M.
Knights of Columbus Asset Advisors first reported a position in NextEra Energy in Q1 2017 and held it in 13 quarters.
Knights of Columbus Asset Advisors's NextEra Energy position peaked at $3.62M in Q1 2020.
1,842 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2020.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.