Meag Munich Ergo’s NextEra Energy NEE Stock Holding History

Meag Munich Ergo’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 Q1	–	Sell	-30,236	Closed	-$1.82M	–	408
2019 Q4	$1.82M	Sell	30,236 -98,196	-76%	-$5.73M	0.19%	125
2019 Q3	$7.39M	Buy	128,432 +55,660	+76%	+$3.01M	0.38%	68
2019 Q2	$3.73M	Hold	72,772	–	–	0.29%	83
2019 Q1	$3.49M	Buy	+72,772	New	+$3.33M	0.29%	80
2018 Q2	–	Sell	-314,628	Closed	-$12.7M	–	411
2018 Q1	$12.7M	Buy	314,628 +224,944	+251%	+$8.67M	0.52%	48
2017 Q4	$3.53M	Sell	89,684 -613,128	-87%	-$23.7M	0.14%	190
2017 Q3	$25.9M	Buy	+702,812	New	+$25.7M	1.06%	17
2016 Q2	–	Sell	-204,516	Closed	-$6.04M	–	217
2016 Q1	$6.04M	Buy	+204,516	New	+$5.74M	0.31%	106
2015 Q4	–	Sell	-218,812	Closed	-$5.31M	–	270
2015 Q3	$5.31M	Buy	+218,812	New	+$5.56M	0.28%	104
2013 Q3	–	Sell	-329,696	Closed	-$6.73M	–	275
2013 Q2	$6.73M	Buy	+329,696	New	+$6.54M	0.51%	73

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

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

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

Meag Munich Ergo's NEE Position: Q1 2020 in Review

Meag Munich Ergo sold out of NextEra Energy (NEE) in Q1 2020, closing a stake of 30,236 shares — an estimated $1.82M sold.

Meag Munich Ergo first reported a position in NEE in Q2 2013 and held it in 10 quarters. The position peaked at $25.9M in Q3 2017. 1,804 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

Meag Munich Ergo reported no remaining NextEra Energy position as of Q1 2020 after selling out during the quarter.
Meag Munich Ergo sold 30,236 NextEra Energy shares in Q1 2020, an estimated $1.82M.
Meag Munich Ergo first reported a position in NextEra Energy in Q2 2013 and held it in 10 quarters.
Meag Munich Ergo's NextEra Energy position peaked at $25.9M in Q3 2017.
1,804 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on Meag Munich Ergo's 13F filing for Q1 2020, filed 23 Apr 2020.