Virginia National Bank’s NextEra Energy NEE Stock Holding History

Virginia National Bank’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	-3,600	Closed	-$217K	–	19
2020 Q1	$217K	Sell	3,600 -4,200	-54%	-$264K	3.52%	13
2019 Q4	$472K	Hold	7,800	–	–	0.42%	43
2019 Q3	$455K	Hold	7,800	–	–	0.37%	44
2019 Q2	$399K	Hold	7,800	–	–	0.3%	45
2019 Q1	$377K	Sell	7,800 -1,600	-17%	-$73.2K	0.26%	47
2018 Q4	$409K	Hold	9,400	–	–	0.3%	49
2018 Q3	$394K	Buy	+9,400	New	+$400K	0.14%	63

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

Virginia National Bank's NEE Position: Q2 2020 in Review

Virginia National Bank sold out of NextEra Energy (NEE) in Q2 2020, closing a stake of 3,600 shares — an estimated $217K sold.

Virginia National Bank first reported a position in NEE in Q3 2018 and held it in 7 quarters. The position peaked at $472K in Q4 2019. 1,841 funds tracked by Wall St. Rank hold NEE as of Q2 2020.

Virginia National Bank reported no remaining NextEra Energy position as of Q2 2020 after selling out during the quarter.
Virginia National Bank sold 3,600 NextEra Energy shares in Q2 2020, an estimated $217K.
Virginia National Bank first reported a position in NextEra Energy in Q3 2018 and held it in 7 quarters.
Virginia National Bank's NextEra Energy position peaked at $472K in Q4 2019.
1,841 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2020.

Based on Virginia National Bank's 13F filing for Q2 2020, filed 8 Jul 2020.