Squar Milner Financial Services’s NextEra Energy NEE Stock Holding History

Squar Milner Financial Services’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	–	Sell	-3,572	Closed	-$214K	–	125
2020 Q2	$214K	Buy	3,572 +332	+10%	+$19.9K	0.12%	194
2020 Q1	$194K	Sell	3,240 -56	-2%	-$3.52K	0.12%	172
2019 Q4	$199K	Sell	3,296 -264	-7%	-$15.4K	0.1%	200
2019 Q3	$247K	Buy	3,560 +404	+13%	+$21.9K	0.13%	183
2019 Q2	$162K	Buy	3,156 +2,672	+552%	+$131K	0.11%	192
2019 Q1	$23K	Buy	484 +164	+51%	+$7.5K	0.02%	413
2018 Q4	$14K	Buy	320 +272	+567%	+$11.9K	0.01%	437
2018 Q3	$2K	Sell	48 -180	-79%	-$7.66K	﹤0.01%	723
2018 Q2	$10K	Buy	+228	New	+$9.21K	0.01%	586

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

Squar Milner Financial Services's NEE Position: Q3 2020 in Review

Squar Milner Financial Services sold out of NextEra Energy (NEE) in Q3 2020, closing a stake of 3,572 shares — an estimated $214K sold.

Squar Milner Financial Services first reported a position in NEE in Q2 2018 and held it in 9 quarters. The position peaked at $247K in Q3 2019. 1,910 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

Squar Milner Financial Services reported no remaining NextEra Energy position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,572 NextEra Energy shares in Q3 2020, an estimated $214K.
Squar Milner Financial Services first reported a position in NextEra Energy in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's NextEra Energy position peaked at $247K in Q3 2019.
1,910 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.