Stearns Financial Services Group’s NextEra Energy NEE Stock Holding History

Stearns Financial Services Group’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	$217K	Buy	+3,124	New	+$216K	0.03%	135
2019 Q1	–	Sell	-6,632	Closed	-$288K	–	178
2018 Q4	$288K	Buy	6,632 +48	+0.7%	+$2.1K	0.06%	108
2018 Q3	$276K	Sell	6,584 -176	-3%	-$7.49K	0.06%	109
2018 Q2	$282K	Sell	6,760 -48	-0.7%	-$1.94K	0.07%	104
2018 Q1	$278K	Buy	6,808 +4	+0.1%	+$154	0.07%	105
2017 Q4	$266K	Sell	6,804 -2,328	-25%	-$89.9K	0.06%	109
2017 Q3	$335K	Sell	9,132 -1,696	-16%	-$62.1K	0.08%	98
2017 Q2	$379K	Sell	10,828 -84	-0.8%	-$2.87K	0.09%	99
2017 Q1	$350K	Sell	10,912 -1,560	-13%	-$49K	0.09%	102
2016 Q4	$372K	Buy	12,472 +4	+0%	+$120	0.1%	97
2016 Q3	$381K	Buy	+12,468	New	+$393K	0.1%	97

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

Norges Bank Oslo, Norway $1T AUM

Stearns Financial Services Group's NEE Position: Q3 2020 in Review

Stearns Financial Services Group opened a new position in NextEra Energy (NEE) in Q3 2020: 3,124 shares worth $217K. The stake represents 0.03% of the portfolio and ranks #135 among its holdings. This is a return to the name: Stearns Financial Services Group previously reported a position in NEE as recently as Q4 2018.

Stearns Financial Services Group first reported a position in NEE in Q3 2016 and has held it in 11 quarters since. The position peaked at $381K in Q3 2016. 1,909 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

Stearns Financial Services Group held 3,124 shares of NextEra Energy worth $217K as of Q3 2020.
NextEra Energy was a new Stearns Financial Services Group position in Q3 2020.
NextEra Energy made up 0.03% of Stearns Financial Services Group's portfolio in Q3 2020, its #135 holding.
Stearns Financial Services Group first reported a position in NextEra Energy in Q3 2016 and has held it in 11 quarters since.
Stearns Financial Services Group's NextEra Energy position peaked at $381K in Q3 2016.
1,909 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.