New Capital Management’s NextEra Energy NEE Stock Holding History

New 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
2018 Q4	–	Sell	-1,408	Closed	-$59K	–	135
2018 Q3	$59K	Hold	1,408	–	–	0.1%	58
2018 Q2	$59K	Hold	1,408	–	–	0.11%	55
2018 Q1	$57K	Hold	1,408	–	–	0.15%	61
2017 Q4	$55K	Hold	1,408	–	–	0.07%	64
2017 Q3	$52K	Hold	1,408	–	–	0.09%	64
2017 Q2	$45K	Hold	1,408	–	–	0.08%	71
2017 Q1	$45K	Hold	1,408	–	–	0.08%	72
2016 Q4	$42K	Buy	+1,408	New	+$42.1K	0.06%	69

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

New Capital Management's NEE Position: Q4 2018 in Review

New Capital Management sold out of NextEra Energy (NEE) in Q4 2018, closing a stake of 1,408 shares — an estimated $59K sold.

New Capital Management first reported a position in NEE in Q4 2016 and held it in 8 quarters. The position peaked at $59K in Q3 2018. 1,547 funds tracked by Wall St. Rank hold NEE as of Q4 2018.

New Capital Management reported no remaining NextEra Energy position as of Q4 2018 after selling out during the quarter.
New Capital Management sold 1,408 NextEra Energy shares in Q4 2018, an estimated $59K.
New Capital Management first reported a position in NextEra Energy in Q4 2016 and held it in 8 quarters.
New Capital Management's NextEra Energy position peaked at $59K in Q3 2018.
1,547 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2018.

Based on New Capital Management's 13F filing for Q4 2018, filed 18 Jan 2019.