Winfield Associates’s NextEra Energy NEE Stock Holding History

Winfield Associates’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	-3,200	Closed	-$194K	–	139
2019 Q4	$194K	Hold	3,200	–	–	0.09%	131
2019 Q3	$186K	Hold	3,200	–	–	0.09%	132
2019 Q2	$164K	Buy	+3,200	New	+$157K	0.09%	120
2018 Q1	–	Sell	-4,760	Closed	-$186K	–	453
2017 Q4	$186K	Buy	4,760 +2,600	+120%	+$100K	0.09%	124
2017 Q3	$80K	Hold	2,160	–	–	0.04%	158
2017 Q2	$76K	Hold	2,160	–	–	0.04%	158
2017 Q1	$69K	Sell	2,160 -120	-5%	-$3.77K	0.04%	162
2016 Q4	$69K	Sell	2,280 -44	-2%	-$1.31K	0.04%	161
2016 Q3	$71K	Hold	2,324	–	–	0.04%	155
2016 Q2	$75K	Buy	2,324 +164	+8%	+$4.92K	0.05%	150
2016 Q1	$64K	Buy	2,160 +560	+35%	+$15.7K	0.04%	152
2015 Q4	$42K	Buy	+1,600	New	+$40.5K	0.03%	167

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

Winfield Associates's NEE Position: Q1 2020 in Review

Winfield Associates sold out of NextEra Energy (NEE) in Q1 2020, closing a stake of 3,200 shares — an estimated $194K sold.

Winfield Associates first reported a position in NEE in Q4 2015 and held it in 12 quarters. The position peaked at $194K in Q4 2019. 1,804 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

Winfield Associates reported no remaining NextEra Energy position as of Q1 2020 after selling out during the quarter.
Winfield Associates sold 3,200 NextEra Energy shares in Q1 2020, an estimated $194K.
Winfield Associates first reported a position in NextEra Energy in Q4 2015 and held it in 12 quarters.
Winfield Associates's NextEra Energy position peaked at $194K in Q4 2019.
1,804 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on Winfield Associates's 13F filing for Q1 2020, filed 4 May 2020.