Rowland Carmichael Advisors’s NextEra Energy NEE Stock Holding History

Rowland Carmichael Advisors’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 Q4	$1.14M	Buy	14,828 +16	+0.1%	+$1.2K	0.36%	64
2020 Q3	$1.03M	Sell	14,812 -96	-0.6%	-$6.63K	0.4%	63
2020 Q2	$895K	Buy	14,908 +2,868	+24%	+$172K	0.38%	63
2020 Q1	$724K	Sell	12,040 -112	-0.9%	-$7.04K	0.37%	66
2019 Q4	$736K	Buy	12,152 +84	+0.7%	+$4.9K	0.25%	113
2019 Q3	$703K	Buy	12,068 +1,268	+12%	+$68.6K	0.24%	117
2019 Q2	$553K	Hold	10,800	–	–	0.19%	136
2019 Q1	$522K	Hold	10,800	–	–	0.19%	140
2018 Q4	$469K	Hold	10,800	–	–	0.21%	124
2018 Q3	$453K	Hold	10,800	–	–	0.18%	144
2018 Q2	$451K	Hold	10,800	–	–	0.19%	142
2018 Q1	$441K	Hold	10,800	–	–	0.24%	126
2017 Q4	$422K	Sell	10,800 -252	-2%	-$9.73K	0.22%	137
2017 Q3	$405K	Buy	11,052 +252	+2%	+$9.23K	0.22%	139
2017 Q2	$378K	Hold	10,800	–	–	0.22%	143
2017 Q1	$347K	Sell	10,800 -9,400	-47%	-$296K	0.21%	145
2016 Q4	$603K	Sell	20,200 -4	-0%	-$120	0.36%	86
2016 Q3	$618K	Hold	20,204	–	–	0.39%	84
2016 Q2	$659K	Buy	20,204 +8,600	+74%	+$258K	0.42%	87
2016 Q1	$343K	Buy	+11,604	New	+$326K	0.32%	101

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

Norges Bank Oslo, Norway $935B AUM

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

Rowland Carmichael Advisors's NEE Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its NextEra Energy (NEE) stake by 0.11% in Q4 2020, buying an estimated $1.2K and bringing the position to 14,828 shares worth $1.14M. The position accounts for 0.36% of the portfolio, ranked #64.

Rowland Carmichael Advisors first reported a position in NEE in Q1 2016 and has held it in 20 quarters since. 2,129 funds tracked by Wall St. Rank hold NEE as of Q4 2020.

Rowland Carmichael Advisors held 14,828 shares of NextEra Energy worth $1.14M as of Q4 2020.
Rowland Carmichael Advisors bought 16 NextEra Energy shares in Q4 2020, an estimated $1.2K.
NextEra Energy made up 0.36% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #64 holding.
Rowland Carmichael Advisors first reported a position in NextEra Energy in Q1 2016 and has held it in 20 quarters since.
2,129 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.