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Quantum Capital Management (California)’s NextEra Energy NEE Stock Holding History

Quantum Capital Management (California)’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 		$129K Hold
1,872
– – 0.14% 97
2020
Q2 		$112K Hold
1,872
– – 0.07% 151
2020
Q1 		$113K Sell
1,872
-484
-21% -$30.4K 0.08% 163
2019
Q4 		$143K Sell
2,356
-252
-10% -$14.7K 0.07% 177
2019
Q3 		$152K Buy
+2,608
New +$141K 0.08% 175
2014
Q1 		– Sell
-7,080
Closed -$152K – 212
2013
Q4 		$152K Hold
7,080
– – 0.03% 173
2013
Q3 		$142K Buy
+7,080
New +$146K 0.03% 168

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Quantum Capital Management (California)'s NEE Position: Q3 2020 in Review

Quantum Capital Management (California) held its NextEra Energy (NEE) position steady in Q3 2020 at 1,872 shares worth $129K. The position accounts for 0.14% of the portfolio, ranked #97.

Quantum Capital Management (California) first reported a position in NEE in Q3 2013 and has held it in 7 quarters since. The position peaked at $152K in Q3 2019. 1,909 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

  • Quantum Capital Management (California) held 1,872 shares of NextEra Energy worth $129K as of Q3 2020.
  • Quantum Capital Management (California) left its NextEra Energy share count unchanged in Q3 2020.
  • NextEra Energy made up 0.14% of Quantum Capital Management (California)'s portfolio in Q3 2020, its #97 holding.
  • Quantum Capital Management (California) first reported a position in NextEra Energy in Q3 2013 and has held it in 7 quarters since.
  • Quantum Capital Management (California)'s NextEra Energy position peaked at $152K in Q3 2019.
  • 1,909 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on Quantum Capital Management (California)'s 13F filing for Q3 2020, filed 16 Nov 2020.