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PFM Health Sciences’s NextEra Energy NEE Stock Holding History

PFM Health Sciences’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
Q4 		– Sell
-188,604
Closed -$13.1M – 96
2020
Q3 		$13.1M Buy
188,604
+106,324
+129% +$7.34M 0.61% 54
2020
Q2 		$4.94M Buy
82,280
+29,000
+54% +$1.74M 0.26% 71
2020
Q1 		$3.21M Buy
+53,280
New +$3.35M 0.26% 56

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PFM Health Sciences's NEE Position: Q4 2020 in Review

PFM Health Sciences sold out of NextEra Energy (NEE) in Q4 2020, closing a stake of 188,604 shares — an estimated $13.1M sold.

PFM Health Sciences first reported a position in NEE in Q1 2020 and held it in 3 quarters. The position peaked at $13.1M in Q3 2020. 2,129 funds tracked by Wall St. Rank hold NEE as of Q4 2020.

  • PFM Health Sciences reported no remaining NextEra Energy position as of Q4 2020 after selling out during the quarter.
  • PFM Health Sciences sold 188,604 NextEra Energy shares in Q4 2020, an estimated $13.1M.
  • PFM Health Sciences first reported a position in NextEra Energy in Q1 2020 and held it in 3 quarters.
  • PFM Health Sciences's NextEra Energy position peaked at $13.1M in Q3 2020.
  • 2,129 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2020.

Based on PFM Health Sciences's 13F filing for Q4 2020, filed 16 Feb 2021.