South Texas Money Management’s NextEra Energy NEE Stock Holding History

South Texas Money Management’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	$1.13M	Buy	19,432 +8,704	+81%	+$471K	0.05%	143
2019 Q2	$549K	Sell	10,728 -136	-1%	-$6.69K	0.02%	141
2019 Q1	$525K	Sell	10,864 -48	-0.4%	-$2.19K	0.02%	141
2018 Q4	$474K	Sell	10,912 -236	-2%	-$10.3K	0.02%	150
2018 Q3	$467K	Sell	11,148 -3,268	-23%	-$139K	0.02%	155
2018 Q2	$602K	Hold	14,416	–	–	0.03%	142
2018 Q1	$589K	Hold	14,416	–	–	0.03%	146
2017 Q4	$563K	Hold	14,416	–	–	0.03%	139
2017 Q3	$528K	Hold	14,416	–	–	0.03%	140
2017 Q2	$505K	Buy	14,416 +76	+0.5%	+$2.6K	0.02%	138
2017 Q1	$460K	Buy	14,340 +1,788	+14%	+$56.2K	0.02%	148
2016 Q4	$375K	Sell	12,552 -248	-2%	-$7.41K	0.02%	164
2016 Q3	$391K	Buy	12,800 +292	+2%	+$9.2K	0.02%	146
2016 Q2	$408K	Sell	12,508 -32	-0.3%	-$961	0.02%	141
2016 Q1	$371K	Sell	12,540 -1,384	-10%	-$38.9K	0.02%	149
2015 Q4	$362K	Buy	13,924 +3,168	+29%	+$80.2K	0.02%	156
2015 Q3	$262K	Sell	10,756 -160	-1%	-$4.07K	0.02%	165
2015 Q2	$268K	Buy	10,916 +52	+0.5%	+$1.32K	0.02%	173
2015 Q1	$283K	Buy	10,864 +2,364	+28%	+$62.4K	0.02%	167
2014 Q4	$226K	Buy	+8,500	New	+$215K	0.01%	172
2014 Q3	–	Sell	-8,392	Closed	-$215K	–	182
2014 Q2	$215K	Buy	+8,392	New	+$204K	0.01%	160

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

South Texas Money Management's NEE Position: Q3 2019 in Review

South Texas Money Management increased its NextEra Energy (NEE) stake by 81% in Q3 2019, buying an estimated $471K and bringing the position to 19,432 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #143.

South Texas Money Management first reported a position in NEE in Q2 2014 and has held it in 21 quarters since. 1,636 funds tracked by Wall St. Rank hold NEE as of Q3 2019.

South Texas Money Management held 19,432 shares of NextEra Energy worth $1.13M as of Q3 2019.
South Texas Money Management bought 8,704 NextEra Energy shares in Q3 2019, an estimated $471K.
NextEra Energy made up 0.05% of South Texas Money Management's portfolio in Q3 2019, its #143 holding.
South Texas Money Management first reported a position in NextEra Energy in Q2 2014 and has held it in 21 quarters since.
1,636 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2019.

Based on South Texas Money Management's 13F filing for Q3 2019, filed 13 Nov 2019.