AlphaOne Investment Services’s NextEra Energy NEE Stock Holding History

AlphaOne Investment Services’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
2019 Q4	–	Sell	-452	Closed	-$26K	–	84
2019 Q3	$26K	Hold	452	–	–	0.04%	69
2019 Q2	$23K	Hold	452	–	–	0.02%	158
2019 Q1	$22K	Hold	452	–	–	0.01%	167
2018 Q4	$20K	Hold	452	–	–	0.01%	168
2018 Q3	$19K	Hold	452	–	–	0.01%	187
2018 Q2	$19K	Sell	452 -7,848	-95%	-$317K	0.01%	195
2018 Q1	$339K	Buy	8,300 +4,296	+107%	+$166K	0.09%	104
2017 Q4	$156K	Buy	4,004 +2,408	+151%	+$93K	0.05%	109
2017 Q3	$58K	Buy	+1,596	New	+$58.5K	0.02%	189

Other funds holding NEE

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

AlphaOne Investment Services's NEE Position: Q4 2019 in Review

AlphaOne Investment Services sold out of NextEra Energy (NEE) in Q4 2019, closing a stake of 452 shares — an estimated $26K sold.

AlphaOne Investment Services first reported a position in NEE in Q3 2017 and held it in 9 quarters. The position peaked at $339K in Q1 2018. 1,784 funds tracked by Wall St. Rank hold NEE as of Q4 2019.

AlphaOne Investment Services reported no remaining NextEra Energy position as of Q4 2019 after selling out during the quarter.
AlphaOne Investment Services sold 452 NextEra Energy shares in Q4 2019, an estimated $26K.
AlphaOne Investment Services first reported a position in NextEra Energy in Q3 2017 and held it in 9 quarters.
AlphaOne Investment Services's NextEra Energy position peaked at $339K in Q1 2018.
1,784 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2019.

Based on AlphaOne Investment Services's 13F filing for Q4 2019, filed 14 Feb 2020.