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AJO LP’s NextEra Energy NEE Stock Holding History

AJO LP’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
Q1 		– Sell
-2,712
Closed -$164K – 719
2019
Q4 		$164K Sell
2,712
-21,160
-89% -$1.24M ﹤0.01% 519
2019
Q3 		$1.39M Sell
23,872
-161,988
-87% -$8.77M 0.01% 424
2019
Q2 		$9.52M Buy
185,860
+848
+0.5% +$41.7K 0.05% 234
2019
Q1 		$8.94M Buy
185,012
+95,784
+107% +$4.38M 0.05% 251
2018
Q4 		$3.88M Buy
+89,228
New +$3.9M 0.02% 352
2018
Q3 		– Sell
-25,080
Closed -$1.05M – 699
2018
Q2 		$1.05M Sell
25,080
-23,308
-48% -$941K ﹤0.01% 520
2018
Q1 		$1.98M Buy
+48,388
New +$1.87M 0.01% 443

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AJO LP's NEE Position: Q1 2020 in Review

AJO LP sold out of NextEra Energy (NEE) in Q1 2020, closing a stake of 2,712 shares — an estimated $164K sold.

AJO LP first reported a position in NEE in Q1 2018 and held it in 7 quarters. The position peaked at $9.52M in Q2 2019. 1,802 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

  • AJO LP reported no remaining NextEra Energy position as of Q1 2020 after selling out during the quarter.
  • AJO LP sold 2,712 NextEra Energy shares in Q1 2020, an estimated $164K.
  • AJO LP first reported a position in NextEra Energy in Q1 2018 and held it in 7 quarters.
  • AJO LP's NextEra Energy position peaked at $9.52M in Q2 2019.
  • 1,802 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on AJO LP's 13F filing for Q1 2020, filed 14 May 2020.