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Miles Capital’s NextEra Energy NEE Stock Holding History

Miles Capital’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 		$1.89M Sell
31,388
-8,820
-22% -$554K 2.03% 7
2019
Q4 		$2.43M Sell
40,208
-2,444
-6% -$143K 1.95% 5
2019
Q3 		$2.48M Buy
42,652
+3,316
+8% +$179K 2.05% 5
2019
Q2 		$2.02M Buy
39,336
+2,304
+6% +$113K 1.64% 5
2019
Q1 		$1.79M Sell
37,032
-772
-2% -$35.3K 1.55% 7
2018
Q4 		$1.64M Sell
37,804
-1,392
-4% -$60.9K 1.62% 9
2018
Q3 		$1.64M Sell
39,196
-376
-1% -$16K 1.33% 11
2018
Q2 		$1.65M Sell
39,572
-1,244
-3% -$50.2K 1.02% 8
2018
Q1 		$1.67M Buy
40,816
+2,276
+6% +$87.8K 0.92% 11
2017
Q4 		$1.5M Sell
38,540
-620
-2% -$23.9K 0.87% 16
2017
Q3 		$1.44M Sell
39,160
-1,652
-4% -$60.5K 0.81% 15
2017
Q2 		$1.43M Sell
40,812
-372
-0.9% -$12.7K 0.77% 17
2017
Q1 		$1.32M Sell
41,184
-5,544
-12% -$174K 0.74% 21
2016
Q4 		$1.4M Buy
46,728
+3,240
+7% +$96.8K 0.85% 19
2016
Q3 		$1.33M Buy
43,488
+8,128
+23% +$256K 0.9% 18
2016
Q2 		$1.15M Buy
35,360
+9,244
+35% +$278K 0.79% 16
2016
Q1 		$773K Sell
26,116
-1,128
-4% -$31.7K 0.52% 45
2015
Q4 		$708K Sell
27,244
-120
-0.4% -$3.04K 0.48% 53
2015
Q3 		$667K Sell
27,364
-504
-2% -$12.8K 0.48% 46
2015
Q2 		$683K Buy
27,868
+568
+2% +$14.4K 0.45% 57
2015
Q1 		$710K Sell
27,300
-1,800
-6% -$47.5K 0.42% 57
2014
Q4 		$773K Sell
29,100
-656
-2% -$16.6K 0.42% 66
2014
Q3 		$698K Sell
29,756
-176
-0.6% -$4.25K 0.37% 60
2014
Q2 		$767K Sell
29,932
-8
-0% -$195 0.39% 57
2014
Q1 		$716K Sell
29,940
-68
-0.2% -$1.54K 0.37% 57
2013
Q4 		$642K Buy
30,008
+8,700
+41% +$183K 0.31% 67
2013
Q3 		$427K Sell
21,308
-3,400
-14% -$70.2K 0.24% 79
2013
Q2 		$503K Buy
+24,708
New +$490K 0.23% 79

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Miles Capital's NEE Position: Q1 2020 in Review

Miles Capital reduced its NextEra Energy (NEE) stake by 22% in Q1 2020, selling an estimated $554K and leaving 31,388 shares worth $1.89M. The position accounts for 2.03% of the portfolio, ranked #7.

Miles Capital first reported a position in NEE in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.48M in Q3 2019. 1,802 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

  • Miles Capital held 31,388 shares of NextEra Energy worth $1.89M as of Q1 2020.
  • Miles Capital sold 8,820 NextEra Energy shares in Q1 2020, an estimated $554K.
  • NextEra Energy made up 2.03% of Miles Capital's portfolio in Q1 2020, its #7 holding.
  • Miles Capital first reported a position in NextEra Energy in Q2 2013 and has held it in 28 quarters since.
  • Miles Capital's NextEra Energy position peaked at $2.48M in Q3 2019.
  • 1,802 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.