Partnervest Advisory Services’s NextEra Energy NEE Stock Holding History

Partnervest Advisory Services’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	$527K	Buy	7,596 +2,584	+52%	+$178K	0.17%	108
2020 Q2	$301K	Sell	5,012 -84	-2%	-$5.03K	0.11%	146
2020 Q1	$307K	Sell	5,096 -2,152	-30%	-$135K	0.14%	127
2019 Q4	$439K	Sell	7,248 -2,612	-26%	-$153K	0.16%	102
2019 Q3	$574K	Buy	9,860 +176	+2%	+$9.53K	0.21%	92
2019 Q2	$496K	Buy	9,684 +52	+0.5%	+$2.56K	0.2%	93
2019 Q1	$466K	Buy	9,632 +208	+2%	+$9.51K	0.19%	99
2018 Q4	$410K	Buy	9,424 +844	+10%	+$36.9K	0.2%	101
2018 Q3	$360K	Buy	+8,580	New	+$365K	0.14%	143
2018 Q2	–	Sell	-5,756	Closed	-$235K	–	219
2018 Q1	$235K	Buy	5,756 +180	+3%	+$6.94K	0.11%	167
2017 Q4	$218K	Hold	5,576	–	–	0.11%	164
2017 Q3	$204K	Sell	5,576 -240	-4%	-$8.79K	0.1%	172
2017 Q2	$204K	Buy	+5,816	New	+$199K	0.09%	187
2016 Q3	–	Sell	-6,588	Closed	-$215K	–	202
2016 Q2	$215K	Buy	+6,588	New	+$198K	0.11%	183
2014 Q3	–	Sell	-3,196	Closed	-$82K	–	569
2014 Q2	$82K	Buy	3,196 +532	+20%	+$12.9K	0.04%	276
2014 Q1	$64K	Sell	2,664 -160	-6%	-$3.63K	0.03%	293
2013 Q4	$60K	Sell	2,824 -1,168	-29%	-$24.6K	0.03%	282
2013 Q3	$80K	Sell	3,992 -80	-2%	-$1.65K	0.04%	214
2013 Q2	$83K	Buy	+4,072	New	+$80.8K	0.04%	180

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Partnervest Advisory Services's NEE Position: Q3 2020 in Review

Partnervest Advisory Services increased its NextEra Energy (NEE) stake by 52% in Q3 2020, buying an estimated $178K and bringing the position to 7,596 shares worth $527K. The position accounts for 0.17% of the portfolio, ranked #108.

Partnervest Advisory Services first reported a position in NEE in Q2 2013 and has held it in 19 quarters since. The position peaked at $574K in Q3 2019. 1,909 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

Partnervest Advisory Services held 7,596 shares of NextEra Energy worth $527K as of Q3 2020.
Partnervest Advisory Services bought 2,584 NextEra Energy shares in Q3 2020, an estimated $178K.
NextEra Energy made up 0.17% of Partnervest Advisory Services's portfolio in Q3 2020, its #108 holding.
Partnervest Advisory Services first reported a position in NextEra Energy in Q2 2013 and has held it in 19 quarters since.
Partnervest Advisory Services's NextEra Energy position peaked at $574K in Q3 2019.
1,909 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.