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Orser Capital Management’s NextEra Energy NEE Stock Holding History

Orser 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
2020
Q1 		– Sell
-4,800
Closed -$290K – 68
2019
Q4 		$290K Buy
4,800
+800
+20% +$46.7K 0.28% 66
2019
Q3 		$232K Hold
4,000
– – 0.27% 63
2019
Q2 		$225K Buy
+4,000
New +$197K 0.23% 65

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orser Capital Management's NEE Position: Q1 2020 in Review

Orser Capital Management sold out of NextEra Energy (NEE) in Q1 2020, closing a stake of 4,800 shares — an estimated $290K sold.

Orser Capital Management first reported a position in NEE in Q2 2019 and held it in 3 quarters. The position peaked at $290K in Q4 2019. 1,804 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

  • Orser Capital Management reported no remaining NextEra Energy position as of Q1 2020 after selling out during the quarter.
  • Orser Capital Management sold 4,800 NextEra Energy shares in Q1 2020, an estimated $290K.
  • Orser Capital Management first reported a position in NextEra Energy in Q2 2019 and held it in 3 quarters.
  • Orser Capital Management's NextEra Energy position peaked at $290K in Q4 2019.
  • 1,804 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on Orser Capital Management's 13F filing for Q1 2020, filed 8 May 2020.