Secrest Blakey & Associates’s NextEra Energy NEE Stock Holding History

Secrest Blakey & Associates’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	$833K	Sell	12,000 -8,000	-40%	-$552K	1.91%	18
2020 Q2	$1.2M	Sell	20,000 -144	-0.7%	-$8.62K	2.9%	10
2020 Q1	$1.21M	Hold	20,144	–	–	3.3%	7
2019 Q4	$1.22M	Buy	20,144 +4	+0%	+$234	2.68%	11
2019 Q3	$1.17M	Hold	20,140	–	–	0.97%	29
2019 Q2	$1.03M	Buy	+20,140	New	+$991K	0.9%	32
2019 Q1	–	Sell	-20,000	Closed	-$869K	–	131
2018 Q4	$869K	Hold	20,000	–	–	0.73%	40
2018 Q3	$838K	Hold	20,000	–	–	0.65%	44
2018 Q2	$835K	Hold	20,000	–	–	0.66%	41
2018 Q1	$817K	Sell	20,000 -400	-2%	-$15.4K	0.7%	36
2017 Q4	$797K	Buy	+20,400	New	+$788K	0.65%	39

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

Norges Bank Oslo, Norway $935B AUM

Secrest Blakey & Associates's NEE Position: Q3 2020 in Review

Secrest Blakey & Associates reduced its NextEra Energy (NEE) stake by 40% in Q3 2020, selling an estimated $552K and leaving 12,000 shares worth $833K. The position accounts for 1.91% of the portfolio, ranked #18.

Secrest Blakey & Associates first reported a position in NEE in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.22M in Q4 2019. 1,910 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

Secrest Blakey & Associates held 12,000 shares of NextEra Energy worth $833K as of Q3 2020.
Secrest Blakey & Associates sold 8,000 NextEra Energy shares in Q3 2020, an estimated $552K.
NextEra Energy made up 1.91% of Secrest Blakey & Associates's portfolio in Q3 2020, its #18 holding.
Secrest Blakey & Associates first reported a position in NextEra Energy in Q4 2017 and has held it in 11 quarters since.
Secrest Blakey & Associates's NextEra Energy position peaked at $1.22M in Q4 2019.
1,910 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on Secrest Blakey & Associates's 13F filing for Q3 2020, filed 13 Nov 2020.