Legg Mason Asset Management’s NextEra Energy NEE Stock Holding History

Legg Mason Asset 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	-9,300	Closed	-$717K	–	127
2020 Q4	$717K	Buy	+9,300	New	+$696K	0.71%	72
2020 Q2	$870K	Buy	14,488 +220	+2%	+$13.2K	0.96%	34
2020 Q1	$859K	Sell	14,268 -1,068	-7%	-$67.1K	1.16%	17
2019 Q4	$915K	Buy	15,336 +960	+7%	+$56K	0.99%	27
2019 Q3	$838K	Buy	14,376 +1,680	+13%	+$90.9K	0.9%	40
2019 Q2	$651K	Sell	12,696 -904	-7%	-$44.5K	0.73%	65
2019 Q1	$658K	Sell	13,600 -2,000	-13%	-$91.4K	0.77%	57
2018 Q4	$678K	Sell	15,600 -6,400	-29%	-$280K	0.84%	51
2018 Q3	$922K	Sell	22,000 -15,200	-41%	-$647K	0.87%	45
2018 Q2	$1.55M	Sell	37,200 -14,400	-28%	-$582K	1.22%	12
2018 Q1	$2.11M	Sell	51,600 -19,200	-27%	-$740K	1.49%	7
2017 Q4	$2.77M	Sell	70,800 -6,400	-8%	-$247K	1.66%	10
2017 Q3	$2.83M	Buy	77,200 +41,600	+117%	+$1.52M	1.67%	13
2017 Q2	$1.25M	Buy	+35,600	New	+$1.22M	1.02%	29
2014 Q3	–	Sell	-25,600	Closed	-$656K	–	134
2014 Q2	$656K	Sell	25,600 -2,400	-9%	-$58.4K	0.41%	108
2014 Q1	$670K	Buy	+28,000	New	+$634K	0.39%	106

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

Legg Mason Asset Management's NEE Position: Q1 2021 in Review

Legg Mason Asset Management sold out of NextEra Energy (NEE) in Q1 2021, closing a stake of 9,300 shares — an estimated $717K sold.

Legg Mason Asset Management first reported a position in NEE in Q1 2014 and held it in 16 quarters. The position peaked at $2.83M in Q3 2017. 2,148 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

Legg Mason Asset Management reported no remaining NextEra Energy position as of Q1 2021 after selling out during the quarter.
Legg Mason Asset Management sold 9,300 NextEra Energy shares in Q1 2021, an estimated $717K.
Legg Mason Asset Management first reported a position in NextEra Energy in Q1 2014 and held it in 16 quarters.
Legg Mason Asset Management's NextEra Energy position peaked at $2.83M in Q3 2017.
2,148 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on Legg Mason Asset Management's 13F filing for Q1 2021, filed 13 May 2021.