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Agran Libbie’s NextEra Energy NEE Stock Holding History

Agran Libbie’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
Q1 		$8.34M Sell
259,948
-10,736
-4% -$338K 1.96% 14
2016
Q4 		$8.08M Hold
270,684
– – 1.96% 17
2016
Q3 		$8.28M Sell
270,684
-1,060
-0.4% -$33.4K 2.37% 13
2016
Q2 		$8.86M Sell
271,744
-4,512
-2% -$135K 2.21% 12
2016
Q1 		$8.17M Buy
276,256
+1,036
+0.4% +$29.1K 2.09% 16
2015
Q4 		$7.15M Buy
275,220
+860
+0.3% +$21.8K 1.88% 21
2015
Q3 		$6.69M Sell
274,360
-800
-0.3% -$20.3K 1.87% 21
2015
Q2 		$6.74M Sell
275,160
-6,100
-2% -$155K 1.75% 22
2015
Q1 		$7.32M Sell
281,260
-2,320
-0.8% -$61.2K 1.74% 21
2014
Q4 		$7.54M Sell
283,580
-1,880
-0.7% -$47.5K 1.79% 20
2014
Q3 		$6.7M Sell
285,460
-4,600
-2% -$111K 1.64% 24
2014
Q2 		$7.43M Sell
290,060
-1,492
-0.5% -$36.3K 1.9% 21
2014
Q1 		$6.97M Sell
291,552
-3,844
-1% -$87.1K 1.88% 18
2013
Q4 		$6.32M Sell
295,396
-5,600
-2% -$118K 1.66% 23
2013
Q3 		$6.03M Sell
300,996
-2,000
-0.7% -$41.3K 1.75% 22
2013
Q2 		$6.17M Buy
+302,996
New +$6.01M 1.79% 20

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Agran Libbie's NEE Position: Q1 2017 in Review

Agran Libbie reduced its NextEra Energy (NEE) stake by 4% in Q1 2017, selling an estimated $338K and leaving 259,948 shares worth $8.34M. The position accounts for 1.96% of the portfolio, ranked #14.

Agran Libbie first reported a position in NEE in Q2 2013 and has held it in 16 quarters since. The position peaked at $8.86M in Q2 2016. 1,208 funds tracked by Wall St. Rank hold NEE as of Q1 2017.

  • Agran Libbie held 259,948 shares of NextEra Energy worth $8.34M as of Q1 2017.
  • Agran Libbie sold 10,736 NextEra Energy shares in Q1 2017, an estimated $338K.
  • NextEra Energy made up 1.96% of Agran Libbie's portfolio in Q1 2017, its #14 holding.
  • Agran Libbie first reported a position in NextEra Energy in Q2 2013 and has held it in 16 quarters since.
  • Agran Libbie's NextEra Energy position peaked at $8.86M in Q2 2016.
  • 1,208 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2017.

Based on Agran Libbie's 13F filing for Q1 2017, filed 27 Apr 2017.