Willingdon Wealth Management’s NextEra Energy NEE Stock Holding History

Willingdon Wealth 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 Q1	–	Sell	-52	Closed	-$3K	–	357
2019 Q4	$3K	Hold	52	–	–	﹤0.01%	309
2019 Q3	$3K	Buy	+52	New	+$2.81K	﹤0.01%	318
2019 Q2	–	Sell	-16	Closed	-$1K	–	347
2019 Q1	$1K	Buy	+16	New	+$732	﹤0.01%	343
2018 Q4	–	Sell	-220	Closed	-$9K	–	382
2018 Q3	$9K	Buy	+220	New	+$9.37K	﹤0.01%	295
2017 Q4	–	Sell	-144	Closed	-$5K	–	361
2017 Q3	$5K	Sell	144 -76,432	-100%	-$2.8M	﹤0.01%	257
2017 Q2	$2.68M	Buy	+76,576	New	+$2.62M	1.07%	32
2017 Q1	–	Sell	-15,468	Closed	-$462K	–	123
2016 Q4	$462K	Sell	15,468 -4,532	-23%	-$135K	0.22%	100
2016 Q3	$611K	Buy	20,000 +1,600	+9%	+$50.4K	0.31%	98
2016 Q2	$600K	Buy	+18,400	New	+$552K	0.31%	93

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Willingdon Wealth Management's NEE Position: Q1 2020 in Review

Willingdon Wealth Management sold out of NextEra Energy (NEE) in Q1 2020, closing a stake of 52 shares — an estimated $3K sold.

Willingdon Wealth Management first reported a position in NEE in Q2 2016 and held it in 9 quarters. The position peaked at $2.68M in Q2 2017. 1,804 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

Willingdon Wealth Management reported no remaining NextEra Energy position as of Q1 2020 after selling out during the quarter.
Willingdon Wealth Management sold 52 NextEra Energy shares in Q1 2020, an estimated $3K.
Willingdon Wealth Management first reported a position in NextEra Energy in Q2 2016 and held it in 9 quarters.
Willingdon Wealth Management's NextEra Energy position peaked at $2.68M in Q2 2017.
1,804 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.