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Torch Wealth Management’s NextEra Energy NEE Stock Holding History

Torch Wealth 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
Q4 		$3.27M Sell
54,104
-840
-2% -$49K 1.81% 10
2019
Q3 		$3.2M Sell
54,944
-1,720
-3% -$93.1K 1.9% 10
2019
Q2 		$2.9M Sell
56,664
-300
-0.5% -$14.8K 1.74% 12
2019
Q1 		$2.75M Sell
56,964
-296
-0.5% -$13.5K 1.7% 13
2018
Q4 		$2.49M Sell
57,260
-1,400
-2% -$61.2K 1.78% 13
2018
Q3 		$2.46M Sell
58,660
-200
-0.3% -$8.51K 1.47% 18
2018
Q2 		$2.46M Buy
58,860
+1,000
+2% +$40.4K 1.55% 20
2018
Q1 		$2.36M Sell
57,860
-1,600
-3% -$61.7K 1.53% 19
2017
Q4 		$2.32M Buy
59,460
+1,460
+3% +$56.4K 1.42% 23
2017
Q3 		$2.13M Sell
58,000
-400
-0.7% -$14.7K 1.39% 25
2017
Q2 		$2.05M Buy
58,400
+400
+0.7% +$13.7K 1.41% 26
2017
Q1 		$1.86M Buy
58,000
+2,300
+4% +$72.3K 1.24% 28
2016
Q4 		$1.66M Hold
55,700
– – 1.17% 30
2016
Q3 		$1.7M Sell
55,700
-200
-0.4% -$6.3K 1.24% 27
2016
Q2 		$1.82M Hold
55,900
– – 1.33% 27
2016
Q1 		$1.65M Buy
55,900
+1,200
+2% +$33.7K 1.24% 28
2015
Q4 		$1.42M Buy
54,700
+1,400
+3% +$35.4K 1.04% 33
2015
Q3 		$1.3M Buy
53,300
+800
+2% +$20.3K 1% 37
2015
Q2 		$1.29M Buy
52,500
+4,900
+10% +$125K 0.89% 44
2015
Q1 		$1.24M Buy
47,600
+1,000
+2% +$26.4K 0.96% 42
2014
Q4 		$1.24M Buy
46,600
+3,400
+8% +$85.9K 0.95% 42
2014
Q3 		$1.01M Buy
43,200
+900
+2% +$21.7K 0.74% 51
2014
Q2 		$1.08M Buy
42,300
+800
+2% +$19.5K 0.74% 48
2014
Q1 		$992K Buy
41,500
+2,000
+5% +$45.3K 0.72% 46
2013
Q4 		$846K Buy
+39,500
New +$833K 0.65% 48

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Torch Wealth Management's NEE Position: Q4 2019 in Review

Torch Wealth Management reduced its NextEra Energy (NEE) stake by 1.5% in Q4 2019, selling an estimated $49K and leaving 54,104 shares worth $3.27M. The position accounts for 1.81% of the portfolio, ranked #10.

Torch Wealth Management first reported a position in NEE in Q4 2013 and has held it in 25 quarters since. 1,785 funds tracked by Wall St. Rank hold NEE as of Q4 2019.

  • Torch Wealth Management held 54,104 shares of NextEra Energy worth $3.27M as of Q4 2019.
  • Torch Wealth Management sold 840 NextEra Energy shares in Q4 2019, an estimated $49K.
  • NextEra Energy made up 1.81% of Torch Wealth Management's portfolio in Q4 2019, its #10 holding.
  • Torch Wealth Management first reported a position in NextEra Energy in Q4 2013 and has held it in 25 quarters since.
  • 1,785 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.