Lion Street Advisors’s NextEra Energy NEE Stock Holding History

Lion Street 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	-436	Closed	-$26K	–	271
2020 Q1	$26K	Buy	+436	New	+$27.4K	0.14%	83

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

Lion Street Advisors's NEE Position: Q2 2020 in Review

Lion Street Advisors sold out of NextEra Energy (NEE) in Q2 2020, closing a stake of 436 shares — an estimated $26K sold.

Lion Street Advisors first reported a position in NEE in Q1 2020 and held it in 1 quarter. The position peaked at $26K in Q1 2020. 1,842 funds tracked by Wall St. Rank hold NEE as of Q2 2020.

Lion Street Advisors reported no remaining NextEra Energy position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 436 NextEra Energy shares in Q2 2020, an estimated $26K.
Lion Street Advisors first reported a position in NextEra Energy in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's NextEra Energy position peaked at $26K in Q1 2020.
1,842 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.