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Winslow Evans & Crocker’s NextEra Energy NEE Stock Holding History

Winslow Evans & Crocker’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 		$3.9M Buy
65,955
+40,635
+160% +$3.04M 0.74% 27
2020
Q3 		$1.76M Buy
25,320
+1,496
+6% +$103K 0.44% 51
2020
Q2 		$1.43M Buy
23,824
+200
+0.8% +$12K 0.38% 60
2020
Q1 		$1.42M Buy
23,624
+48
+0.2% +$3.02K 0.47% 50
2019
Q4 		$1.43M Sell
23,576
-1,216
-5% -$71K 0.36% 64
2019
Q3 		$1.45M Buy
24,792
+432
+2% +$23.4K 0.4% 60
2019
Q2 		$1.25M Buy
24,360
+1,520
+7% +$74.8K 0.35% 63
2019
Q1 		$1.11M Buy
22,840
+1,416
+7% +$64.7K 0.31% 74
2018
Q4 		$932K Buy
21,424
+15,872
+286% +$694K 0.31% 73
2018
Q3 		$234K Sell
5,552
-408
-7% -$17.4K 0.07% 244
2018
Q2 		$252K Hold
5,960
– – 0.08% 226
2018
Q1 		$243K Hold
5,960
– – 0.08% 226
2017
Q4 		$233K Buy
5,960
+520
+10% +$20.1K 0.07% 237
2017
Q3 		$199K Sell
5,440
-140
-3% -$5.13K 0.07% 252
2017
Q2 		$195K Buy
5,580
+596
+12% +$20.4K 0.05% 319
2017
Q1 		$160K Hold
4,984
– – 0.05% 330
2016
Q4 		$149K Sell
4,984
-520
-9% -$15.5K 0.05% 331
2016
Q3 		$168K Hold
5,504
– – 0.05% 320
2016
Q2 		$179K Buy
5,504
+464
+9% +$13.9K 0.05% 293
2016
Q1 		$149K Buy
5,040
+1,280
+34% +$35.9K 0.04% 307
2015
Q4 		$97.7K Hold
3,760
– – 0.03% 401
2015
Q3 		$91.7K Sell
3,760
-320
-8% -$8.14K 0.03% 399
2015
Q2 		$100K Hold
4,080
– – 0.03% 424
2015
Q1 		$106K Buy
4,080
+480
+13% +$12.7K 0.03% 416
2014
Q4 		$95.6K Hold
3,600
– – 0.03% 425
2014
Q3 		$84.4K Sell
3,600
-140
-4% -$3.38K 0.02% 455
2014
Q2 		$95.8K Buy
3,740
+144
+4% +$3.5K 0.03% 369
2014
Q1 		$86K Hold
3,596
– – 0.03% 381
2013
Q4 		$77K Buy
+3,596
New +$75.8K 0.03% 439

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winslow Evans & Crocker's NEE Position: Q4 2020 in Review

Winslow Evans & Crocker increased its NextEra Energy (NEE) stake by 160% in Q4 2020, buying an estimated $3.04M and bringing the position to 65,955 shares worth $3.9M. The position accounts for 0.74% of the portfolio, ranked #27.

Winslow Evans & Crocker first reported a position in NEE in Q4 2013 and has held it in 29 quarters since. 2,129 funds tracked by Wall St. Rank hold NEE as of Q4 2020.

  • Winslow Evans & Crocker held 65,955 shares of NextEra Energy worth $3.9M as of Q4 2020.
  • Winslow Evans & Crocker bought 40,635 NextEra Energy shares in Q4 2020, an estimated $3.04M.
  • NextEra Energy made up 0.74% of Winslow Evans & Crocker's portfolio in Q4 2020, its #27 holding.
  • Winslow Evans & Crocker first reported a position in NextEra Energy in Q4 2013 and has held it in 29 quarters since.
  • 2,129 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.