Private Vista’s NextEra Energy NEE Stock Holding History

Private Vista’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	-5,460	Closed	-$326K	–	144
2020 Q1	$326K	Buy	5,460 +1,020	+23%	+$64.1K	0.12%	97
2019 Q4	$268K	Buy	4,440 +368	+9%	+$21.5K	0.07%	117
2019 Q3	$238K	Buy	+4,072	New	+$220K	0.06%	129

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 Vista's NEE Position: Q2 2020 in Review

Private Vista sold out of NextEra Energy (NEE) in Q2 2020, closing a stake of 5,460 shares — an estimated $326K sold.

Private Vista first reported a position in NEE in Q3 2019 and held it in 3 quarters. The position peaked at $326K in Q1 2020. 1,842 funds tracked by Wall St. Rank hold NEE as of Q2 2020.

Private Vista reported no remaining NextEra Energy position as of Q2 2020 after selling out during the quarter.
Private Vista sold 5,460 NextEra Energy shares in Q2 2020, an estimated $326K.
Private Vista first reported a position in NextEra Energy in Q3 2019 and held it in 3 quarters.
Private Vista's NextEra Energy position peaked at $326K in Q1 2020.
1,842 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.