Private Portfolio Partners’s NextEra Energy NEE Stock Holding History

Private Portfolio Partners’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 Q2	–	Sell	-7,472	Closed	-$449K	–	208
2020 Q1	$449K	Sell	7,472 -640	-8%	-$40.2K	0.24%	102
2019 Q4	$491K	Buy	8,112 +28	+0.3%	+$1.64K	0.21%	109
2019 Q3	$471K	Sell	8,084 -10,068	-55%	-$545K	0.22%	108
2019 Q2	$930K	Buy	18,152 +7,232	+66%	+$356K	0.4%	72
2019 Q1	$528K	Sell	10,920 -20	-0.2%	-$914	0.28%	93
2018 Q4	$475K	Buy	+10,940	New	+$478K	0.29%	84

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Private Portfolio Partners's NEE Position: Q2 2020 in Review

Private Portfolio Partners sold out of NextEra Energy (NEE) in Q2 2020, closing a stake of 7,472 shares — an estimated $449K sold.

Private Portfolio Partners first reported a position in NEE in Q4 2018 and held it in 6 quarters. The position peaked at $930K in Q2 2019. 1,841 funds tracked by Wall St. Rank hold NEE as of Q2 2020.

Private Portfolio Partners reported no remaining NextEra Energy position as of Q2 2020 after selling out during the quarter.
Private Portfolio Partners sold 7,472 NextEra Energy shares in Q2 2020, an estimated $449K.
Private Portfolio Partners first reported a position in NextEra Energy in Q4 2018 and held it in 6 quarters.
Private Portfolio Partners's NextEra Energy position peaked at $930K in Q2 2019.
1,841 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2020.

Based on Private Portfolio Partners's 13F filing for Q2 2020, filed 14 Aug 2020.