Shelter Harbor Advisors’s NextEra Energy NEE Stock Holding History

Shelter Harbor 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 Q1	–	Sell	-560,000	Closed	-$33.9M	–	13
2019 Q4	$33.9M	Buy	560,000 +160,000	+40%	+$9.34M	17.66%	1
2019 Q3	$23.3M	Sell	400,000 -100,000	-20%	-$5.41M	11.77%	1
2019 Q2	$25.6M	Buy	500,000 +300,000	+150%	+$14.8M	12.85%	1
2019 Q1	$9.67M	Sell	200,000 -160,000	-44%	-$7.32M	4.9%	7
2018 Q4	$15.6M	Sell	360,000 -80,000	-18%	-$3.5M	7.73%	3
2018 Q3	$18.4M	Buy	+440,000	New	+$18.7M	14.65%	1
2018 Q2	–	Sell	-480,000	Closed	-$19.6M	–	25
2018 Q1	$19.6M	Buy	480,000 +280,000	+140%	+$10.8M	9.98%	1
2017 Q4	$7.81M	Buy	+200,000	New	+$7.72M	9.23%	2

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

Shelter Harbor Advisors's NEE Position: Q1 2020 in Review

Shelter Harbor Advisors sold out of NextEra Energy (NEE) in Q1 2020, closing a stake of 560,000 shares — an estimated $33.9M sold.

Shelter Harbor Advisors first reported a position in NEE in Q4 2017 and held it in 8 quarters. The position peaked at $33.9M in Q4 2019. 1,805 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

Shelter Harbor Advisors reported no remaining NextEra Energy position as of Q1 2020 after selling out during the quarter.
Shelter Harbor Advisors sold 560,000 NextEra Energy shares in Q1 2020, an estimated $33.9M.
Shelter Harbor Advisors first reported a position in NextEra Energy in Q4 2017 and held it in 8 quarters.
Shelter Harbor Advisors's NextEra Energy position peaked at $33.9M in Q4 2019.
1,805 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on Shelter Harbor Advisors's 13F filing for Q1 2020.