Nelson Capital Management’s NextEra Energy NEE Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-560	Closed	-$33K	–	222
2019 Q3	$33K	Buy	560 +400	+250%	+$21.6K	0.01%	176
2019 Q2	$8K	Buy	+160	New	+$7.87K	﹤0.01%	237
2018 Q1	–	Sell	-20	Closed	-$1K	–	297
2017 Q4	$1K	Buy	+20	New	+$772	﹤0.01%	327

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Nelson Capital Management's NEE Position: Q4 2019 in Review

Nelson Capital Management sold out of NextEra Energy (NEE) in Q4 2019, closing a stake of 560 shares — an estimated $33K sold.

Nelson Capital Management first reported a position in NEE in Q4 2017 and held it in 3 quarters. The position peaked at $33K in Q3 2019. 1,784 funds tracked by Wall St. Rank hold NEE as of Q4 2019.

Nelson Capital Management reported no remaining NextEra Energy position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 560 NextEra Energy shares in Q4 2019, an estimated $33K.
Nelson Capital Management first reported a position in NextEra Energy in Q4 2017 and held it in 3 quarters.
Nelson Capital Management's NextEra Energy position peaked at $33K in Q3 2019.
1,784 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.