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AIA Investment Management’s NextEra Energy NEE Stock Holding History

AIA Investment Management’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
Q3 		$2.44M Buy
35,200
+8,464
+32% +$584K 0.56% 42
2020
Q2 		$1.6M Sell
26,736
-1,904
-7% -$114K 0.36% 48
2020
Q1 		$1.72M Buy
28,640
+1,680
+6% +$106K 0.36% 30
2019
Q4 		$1.63M Buy
26,960
+5,696
+27% +$333K 2.07% 13
2019
Q3 		$1.24M Buy
+21,264
New +$1.15M 1.24% 21

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

AIA Investment Management's NEE Position: Q3 2020 in Review

AIA Investment Management increased its NextEra Energy (NEE) stake by 32% in Q3 2020, buying an estimated $584K and bringing the position to 35,200 shares worth $2.44M. The position accounts for 0.56% of the portfolio, ranked #42.

AIA Investment Management first reported a position in NEE in Q3 2019 and has held it in 5 quarters since. 1,909 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

  • AIA Investment Management held 35,200 shares of NextEra Energy worth $2.44M as of Q3 2020.
  • AIA Investment Management bought 8,464 NextEra Energy shares in Q3 2020, an estimated $584K.
  • NextEra Energy made up 0.56% of AIA Investment Management's portfolio in Q3 2020, its #42 holding.
  • AIA Investment Management first reported a position in NextEra Energy in Q3 2019 and has held it in 5 quarters since.
  • 1,909 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on AIA Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.