Seizert Capital Partners’s NextEra Energy NEE Stock Holding History

Seizert Capital Partners’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	-9,448	Closed	-$572K	–	217
2019 Q4	$572K	Hold	9,448	–	–	0.03%	150
2019 Q3	$550K	Hold	9,448	–	–	0.03%	139
2019 Q2	$484K	Hold	9,448	–	–	0.02%	152
2019 Q1	$457K	Hold	9,448	–	–	0.02%	164
2018 Q4	$411K	Hold	9,448	–	–	0.02%	169
2018 Q3	$396K	Hold	9,448	–	–	0.01%	174
2018 Q2	$386K	Hold	9,448	–	–	0.01%	177
2018 Q1	$386K	Hold	9,448	–	–	0.01%	177
2017 Q4	$369K	Hold	9,448	–	–	0.01%	163
2017 Q3	$346K	Hold	9,448	–	–	0.01%	160
2017 Q2	$331K	Sell	9,448 -4,552	-33%	-$156K	0.01%	178
2017 Q1	$449K	Hold	14,000	–	–	0.02%	170
2016 Q4	$418K	Hold	14,000	–	–	0.01%	186
2016 Q3	$428K	Hold	14,000	–	–	0.02%	165
2016 Q2	$456K	Hold	14,000	–	–	0.02%	161
2016 Q1	$414K	Hold	14,000	–	–	0.01%	179
2015 Q4	$364K	Hold	14,000	–	–	0.01%	184
2015 Q3	$341K	Hold	14,000	–	–	0.01%	170
2015 Q2	$343K	Hold	14,000	–	–	0.01%	180
2015 Q1	$364K	Hold	14,000	–	–	0.01%	173
2014 Q4	$372K	Hold	14,000	–	–	0.01%	176
2014 Q3	$329K	Hold	14,000	–	–	0.01%	171
2014 Q2	$359K	Hold	14,000	–	–	0.01%	169
2014 Q1	$335K	Hold	14,000	–	–	0.01%	170
2013 Q4	$300K	Hold	14,000	–	–	0.01%	176
2013 Q3	$281K	Hold	14,000	–	–	0.01%	174
2013 Q2	$285K	Buy	+14,000	New	+$278K	0.01%	173

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Seizert Capital Partners's NEE Position: Q1 2020 in Review

Seizert Capital Partners sold out of NextEra Energy (NEE) in Q1 2020, closing a stake of 9,448 shares — an estimated $572K sold.

Seizert Capital Partners first reported a position in NEE in Q2 2013 and held it in 27 quarters. The position peaked at $572K in Q4 2019. 1,802 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

Seizert Capital Partners reported no remaining NextEra Energy position as of Q1 2020 after selling out during the quarter.
Seizert Capital Partners sold 9,448 NextEra Energy shares in Q1 2020, an estimated $572K.
Seizert Capital Partners first reported a position in NextEra Energy in Q2 2013 and held it in 27 quarters.
Seizert Capital Partners's NextEra Energy position peaked at $572K in Q4 2019.
1,802 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on Seizert Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.