Weld Capital Management’s NextEra Energy NEE Stock Holding History

Weld 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
2020 Q4	–	Sell	-23,528	Closed	-$1.63M	–	614
2020 Q3	$1.63M	Buy	+23,528	New	+$1.62M	0.64%	20
2019 Q4	–	Sell	-15,704	Closed	-$915K	–	822
2019 Q3	$915K	Buy	+15,704	New	+$850K	0.17%	185

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Weld Capital Management's NEE Position: Q4 2020 in Review

Weld Capital Management sold out of NextEra Energy (NEE) in Q4 2020, closing a stake of 23,528 shares — an estimated $1.63M sold.

Weld Capital Management first reported a position in NEE in Q3 2019 and held it in 2 quarters. The position peaked at $1.63M in Q3 2020. 2,130 funds tracked by Wall St. Rank hold NEE as of Q4 2020.

Weld Capital Management reported no remaining NextEra Energy position as of Q4 2020 after selling out during the quarter.
Weld Capital Management sold 23,528 NextEra Energy shares in Q4 2020, an estimated $1.63M.
Weld Capital Management first reported a position in NextEra Energy in Q3 2019 and held it in 2 quarters.
Weld Capital Management's NextEra Energy position peaked at $1.63M in Q3 2020.
2,130 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.