Precocity Capital’s NextEra Energy NEE Stock Holding History

Precocity Capital’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	$6.08M	Sell	140,000 -260,000	-65%	-$11.4M	1.73%	24
2018 Q3	$16.8K	Hold	400,000	–	–	2.44%	13
2018 Q2	$16.7M	Hold	400,000	–	–	3.25%	10
2018 Q1	$16.3M	Buy	400,000 +100,000	+33%	+$3.86M	3.29%	9
2017 Q4	$11.7M	Hold	300,000	–	–	2.41%	16
2017 Q3	$11M	Buy	+300,000	New	+$11M	2.23%	20

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

Precocity Capital's NEE Position: Q4 2018 in Review

Precocity Capital reduced its NextEra Energy (NEE) stake by 65% in Q4 2018, selling an estimated $11.4M and leaving 140,000 shares worth $6.08M. The position accounts for 1.73% of the portfolio, ranked #24.

Precocity Capital first reported a position in NEE in Q3 2017 and has held it in 6 quarters since. The position peaked at $16.7M in Q2 2018. 1,548 funds tracked by Wall St. Rank hold NEE as of Q4 2018.

Precocity Capital held 140,000 shares of NextEra Energy worth $6.08M as of Q4 2018.
Precocity Capital sold 260,000 NextEra Energy shares in Q4 2018, an estimated $11.4M.
NextEra Energy made up 1.73% of Precocity Capital's portfolio in Q4 2018, its #24 holding.
Precocity Capital first reported a position in NextEra Energy in Q3 2017 and has held it in 6 quarters since.
Precocity Capital's NextEra Energy position peaked at $16.7M in Q2 2018.
1,548 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2018.

Based on Precocity Capital's 13F filing for Q4 2018, filed 12 Feb 2019.