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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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return