Ovata Capital Management’s NextEra Energy NEE Stock Holding History

Ovata 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 Q3	–	Sell	-2,128	Closed	-$128K	–	143
2020 Q2	$128K	Buy	+2,128	New	+$127K	0.04%	83

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

Norges Bank Oslo, Norway $935B AUM

Ovata Capital Management's NEE Position: Q3 2020 in Review

Ovata Capital Management sold out of NextEra Energy (NEE) in Q3 2020, closing a stake of 2,128 shares — an estimated $128K sold.

Ovata Capital Management first reported a position in NEE in Q2 2020 and held it in 1 quarter. The position peaked at $128K in Q2 2020. 1,909 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

Ovata Capital Management reported no remaining NextEra Energy position as of Q3 2020 after selling out during the quarter.
Ovata Capital Management sold 2,128 NextEra Energy shares in Q3 2020, an estimated $128K.
Ovata Capital Management first reported a position in NextEra Energy in Q2 2020 and held it in 1 quarter.
Ovata Capital Management's NextEra Energy position peaked at $128K in Q2 2020.
1,909 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on Ovata Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.