RB Capital Management’s NextEra Energy NEE Stock Holding History

RB Capital Management’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 Q1	–	Sell	-3,968	Closed	-$238K	–	143
2019 Q4	$238K	Buy	+3,968	New	+$232K	0.14%	117
2019 Q3	–	Sell	-7,828	Closed	-$401K	–	142
2019 Q2	$401K	Buy	7,828 +4	+0.1%	+$197	0.29%	83
2019 Q1	$379K	Buy	7,824 +208	+3%	+$9.51K	0.31%	77
2018 Q4	$331K	Buy	7,616 +12	+0.2%	+$525	0.33%	74
2018 Q3	$319K	Buy	+7,604	New	+$324K	0.28%	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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RB Capital Management's NEE Position: Q1 2020 in Review

RB Capital Management sold out of NextEra Energy (NEE) in Q1 2020, closing a stake of 3,968 shares — an estimated $238K sold.

RB Capital Management first reported a position in NEE in Q3 2018 and held it in 5 quarters. The position peaked at $401K in Q2 2019. 1,804 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

RB Capital Management reported no remaining NextEra Energy position as of Q1 2020 after selling out during the quarter.
RB Capital Management sold 3,968 NextEra Energy shares in Q1 2020, an estimated $238K.
RB Capital Management first reported a position in NextEra Energy in Q3 2018 and held it in 5 quarters.
RB Capital Management's NextEra Energy position peaked at $401K in Q2 2019.
1,804 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on RB Capital Management's 13F filing for Q1 2020, filed 15 May 2020.