Whitener Capital Management’s NextEra Energy NEE Stock Holding History

Whitener 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
2019 Q4	–	Sell	-1,424	Closed	-$82K	–	322
2019 Q3	$82K	Sell	1,424 -384	-21%	-$20.8K	0.05%	186
2019 Q2	$92K	Hold	1,808	–	–	0.05%	178
2019 Q1	$87K	Hold	1,808	–	–	0.06%	171
2018 Q4	$78K	Buy	1,808 +784	+77%	+$34.3K	0.06%	164
2018 Q3	$42K	Buy	+1,024	New	+$43.6K	0.03%	220
2018 Q2	–	Sell	-960	Closed	-$39K	–	294
2018 Q1	$39K	Buy	+960	New	+$37K	0.03%	222

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whitener Capital Management's NEE Position: Q4 2019 in Review

Whitener Capital Management sold out of NextEra Energy (NEE) in Q4 2019, closing a stake of 1,424 shares — an estimated $82K sold.

Whitener Capital Management first reported a position in NEE in Q1 2018 and held it in 6 quarters. The position peaked at $92K in Q2 2019. 1,784 funds tracked by Wall St. Rank hold NEE as of Q4 2019.

Whitener Capital Management reported no remaining NextEra Energy position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 1,424 NextEra Energy shares in Q4 2019, an estimated $82K.
Whitener Capital Management first reported a position in NextEra Energy in Q1 2018 and held it in 6 quarters.
Whitener Capital Management's NextEra Energy position peaked at $92K in Q2 2019.
1,784 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.