Vaughan & Co Securities’s NextEra Energy NEE Stock Holding History

Vaughan & Co Securities’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 Q2	–	Sell	-400	Closed	-$24.1K	–	124
2020 Q1	$24.1K	Hold	400	–	–	0.03%	109
2019 Q4	$24.2K	Buy	+400	New	+$23.4K	0.02%	116

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Vaughan & Co Securities's NEE Position: Q2 2020 in Review

Vaughan & Co Securities sold out of NextEra Energy (NEE) in Q2 2020, closing a stake of 400 shares — an estimated $24.1K sold.

Vaughan & Co Securities first reported a position in NEE in Q4 2019 and held it in 2 quarters. The position peaked at $24.2K in Q4 2019. 1,841 funds tracked by Wall St. Rank hold NEE as of Q2 2020.

Vaughan & Co Securities reported no remaining NextEra Energy position as of Q2 2020 after selling out during the quarter.
Vaughan & Co Securities sold 400 NextEra Energy shares in Q2 2020, an estimated $24.1K.
Vaughan & Co Securities first reported a position in NextEra Energy in Q4 2019 and held it in 2 quarters.
Vaughan & Co Securities's NextEra Energy position peaked at $24.2K in Q4 2019.
1,841 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.