Shelter Insurance Retirement Plan’s NextEra Energy NEE Stock Holding History

Shelter Insurance Retirement Plan’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
2019 Q3	–	Sell	-49,200	Closed	-$2.52M	–	28
2019 Q2	$2.52M	Hold	49,200	–	–	1.27%	35
2019 Q1	$2.38M	Hold	49,200	–	–	1.23%	36
2018 Q4	$2.14M	Sell	49,200 -3,600	-7%	-$157K	1.2%	35
2018 Q3	$2.21M	Hold	52,800	–	–	1.02%	40
2018 Q2	$2.21M	Sell	52,800 -6,400	-11%	-$258K	1.06%	40
2018 Q1	$2.42M	Buy	59,200 +12,800	+28%	+$494K	1.12%	37
2017 Q4	$1.81M	Hold	46,400	–	–	0.8%	39
2017 Q3	$1.7M	Buy	+46,400	New	+$1.7M	0.79%	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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Shelter Insurance Retirement Plan's NEE Position: Q3 2019 in Review

Shelter Insurance Retirement Plan sold out of NextEra Energy (NEE) in Q3 2019, closing a stake of 49,200 shares — an estimated $2.52M sold.

Shelter Insurance Retirement Plan first reported a position in NEE in Q3 2017 and held it in 8 quarters. The position peaked at $2.52M in Q2 2019. 1,635 funds tracked by Wall St. Rank hold NEE as of Q3 2019.

Shelter Insurance Retirement Plan reported no remaining NextEra Energy position as of Q3 2019 after selling out during the quarter.
Shelter Insurance Retirement Plan sold 49,200 NextEra Energy shares in Q3 2019, an estimated $2.52M.
Shelter Insurance Retirement Plan first reported a position in NextEra Energy in Q3 2017 and held it in 8 quarters.
Shelter Insurance Retirement Plan's NextEra Energy position peaked at $2.52M in Q2 2019.
1,635 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2019.

Based on Shelter Insurance Retirement Plan's 13F filing for Q3 2019, filed 21 Nov 2019.