AHL Partners’s NextEra Energy NEE Stock Holding History

AHL Partners’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	$6.1M	Sell	156,216 -41,560	-21%	-$1.6M	0.1%	415
2017 Q3	$7.25M	Sell	197,776 -188,284	-49%	-$6.9M	0.13%	282
2017 Q2	$13.5M	Buy	386,060 +150,604	+64%	+$5.15M	0.29%	44
2017 Q1	$7.56M	Buy	235,456 +201,032	+584%	+$6.32M	0.17%	193
2016 Q4	$1.03M	Sell	34,424 -2,252	-6%	-$67.3K	0.03%	658
2016 Q3	$1.12M	Sell	36,676 -425,956	-92%	-$13.4M	0.04%	564
2016 Q2	$15.1M	Buy	462,632 +27,812	+6%	+$835K	0.81%	13
2016 Q1	$12.9M	Buy	434,820 +360,260	+483%	+$10.1M	0.8%	11
2015 Q4	$1.94M	Buy	74,560 +30,504	+69%	+$772K	0.15%	259
2015 Q3	$1.07M	Buy	44,056 +22,152	+101%	+$563K	0.17%	199
2015 Q2	$537K	Buy	+21,904	New	+$557K	0.02%	670
2015 Q1	–	Sell	-179,756	Closed	-$4.78M	–	828
2014 Q4	$4.78M	Buy	179,756 +98,100	+120%	+$2.48M	0.25%	73
2014 Q3	$1.92M	Buy	+81,656	New	+$1.97M	0.15%	276

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AHL Partners's NEE Position: Q4 2017 in Review

AHL Partners reduced its NextEra Energy (NEE) stake by 21% in Q4 2017, selling an estimated $1.6M and leaving 156,216 shares worth $6.1M. The position accounts for 0.1% of the portfolio, ranked #415.

AHL Partners first reported a position in NEE in Q3 2014 and has held it in 13 quarters since. The position peaked at $15.1M in Q2 2016. 1,382 funds tracked by Wall St. Rank hold NEE as of Q4 2017.

AHL Partners held 156,216 shares of NextEra Energy worth $6.1M as of Q4 2017.
AHL Partners sold 41,560 NextEra Energy shares in Q4 2017, an estimated $1.6M.
NextEra Energy made up 0.1% of AHL Partners's portfolio in Q4 2017, its #415 holding.
AHL Partners first reported a position in NextEra Energy in Q3 2014 and has held it in 13 quarters since.
AHL Partners's NextEra Energy position peaked at $15.1M in Q2 2016.
1,382 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.