Symons Capital Management’s NextEra Energy NEE Stock Holding History

Symons Capital 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
2021 Q3	$4.86M	Sell	61,880 -4,623	-7%	-$373K	3.12%	12
2021 Q2	$4.87M	Sell	66,503 -3,002	-4%	-$225K	2.78%	16
2021 Q1	$5.25M	Sell	69,505 -34,910	-33%	-$2.72M	2.75%	14
2020 Q4	$8.05M	Sell	104,415 -2,297	-2%	-$172K	4.44%	2
2020 Q3	$7.4M	Sell	106,712 -4,824	-4%	-$333K	4.55%	5
2020 Q2	$6.7M	Buy	+111,536	New	+$6.68M	4.25%	5

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Symons Capital Management's NEE Position: Q3 2021 in Review

Symons Capital Management reduced its NextEra Energy (NEE) stake by 7% in Q3 2021, selling an estimated $373K and leaving 61,880 shares worth $4.86M. The position accounts for 3.12% of the portfolio, ranked #12.

Symons Capital Management first reported a position in NEE in Q2 2020 and has held it in 6 quarters since. The position peaked at $8.05M in Q4 2020. 2,156 funds tracked by Wall St. Rank hold NEE as of Q3 2021.

Symons Capital Management held 61,880 shares of NextEra Energy worth $4.86M as of Q3 2021.
Symons Capital Management sold 4,623 NextEra Energy shares in Q3 2021, an estimated $373K.
NextEra Energy made up 3.12% of Symons Capital Management's portfolio in Q3 2021, its #12 holding.
Symons Capital Management first reported a position in NextEra Energy in Q2 2020 and has held it in 6 quarters since.
Symons Capital Management's NextEra Energy position peaked at $8.05M in Q4 2020.
2,156 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2021.

Based on Symons Capital Management's 13F filing for Q3 2021, filed 2 Nov 2021.