Virtus ETF Advisers’s NextEra Energy NEE Stock Holding History

Virtus ETF Advisers’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	-272	Closed	-$16K	–	480
2020 Q1	$16K	Sell	272 -180	-40%	-$11.3K	0.01%	340
2019 Q4	$27K	Hold	452	–	–	﹤0.01%	328
2019 Q3	$26K	Hold	452	–	–	0.01%	326
2019 Q2	$23K	Sell	452 -112	-20%	-$5.51K	﹤0.01%	351
2019 Q1	$27K	Sell	564 -49,352	-99%	-$2.26M	0.06%	115
2018 Q4	$2.17M	Hold	49,916	–	–	0.37%	27
2018 Q3	$2.09M	Buy	+49,916	New	+$2.12M	0.22%	37
2017 Q2	–	Sell	-54,320	Closed	-$1.74M	–	156
2017 Q1	$1.74M	Hold	54,320	–	–	0.31%	39
2016 Q4	$1.62M	Buy	+54,320	New	+$1.62M	0.48%	34

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

Virtus ETF Advisers's NEE Position: Q2 2020 in Review

Virtus ETF Advisers sold out of NextEra Energy (NEE) in Q2 2020, closing a stake of 272 shares — an estimated $16K sold.

Virtus ETF Advisers first reported a position in NEE in Q4 2016 and held it in 9 quarters. The position peaked at $2.17M in Q4 2018. 1,841 funds tracked by Wall St. Rank hold NEE as of Q2 2020.

Virtus ETF Advisers reported no remaining NextEra Energy position as of Q2 2020 after selling out during the quarter.
Virtus ETF Advisers sold 272 NextEra Energy shares in Q2 2020, an estimated $16K.
Virtus ETF Advisers first reported a position in NextEra Energy in Q4 2016 and held it in 9 quarters.
Virtus ETF Advisers's NextEra Energy position peaked at $2.17M in Q4 2018.
1,841 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2020.

Based on Virtus ETF Advisers's 13F filing for Q2 2020, filed 5 Aug 2020.