440 Investment Group’s NextEra Energy NEE Stock Holding History

440 Investment Group’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
2017 Q4	$376K	Buy	9,624 +1,024	+12%	+$39.5K	0.27%	84
2017 Q3	$315K	Buy	8,600 +2,224	+35%	+$81.5K	0.24%	84
2017 Q2	$223K	Sell	6,376 -1,676	-21%	-$57.3K	0.18%	80
2017 Q1	$258K	Buy	+8,052	New	+$253K	0.23%	70

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

440 Investment Group's NEE Position: Q4 2017 in Review

440 Investment Group increased its NextEra Energy (NEE) stake by 12% in Q4 2017, buying an estimated $39.5K and bringing the position to 9,624 shares worth $376K. The position accounts for 0.27% of the portfolio, ranked #84.

440 Investment Group first reported a position in NEE in Q1 2017 and has held it in 4 quarters since. 1,383 funds tracked by Wall St. Rank hold NEE as of Q4 2017.

440 Investment Group held 9,624 shares of NextEra Energy worth $376K as of Q4 2017.
440 Investment Group bought 1,024 NextEra Energy shares in Q4 2017, an estimated $39.5K.
NextEra Energy made up 0.27% of 440 Investment Group's portfolio in Q4 2017, its #84 holding.
440 Investment Group first reported a position in NextEra Energy in Q1 2017 and has held it in 4 quarters since.
1,383 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.