Aperio Group’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $195M | Sell |
2,527,635
-8,625
| -0.3% | -$645K | 0.58% | 25 |
|
|
2020
Q3 | $176M | Sell |
2,536,260
-14,380
| -0.6% | -$993K | 0.59% | 26 |
|
|
2020
Q2 | $153M | Sell |
2,550,640
-301,224
| -11% | -$18M | 0.57% | 26 |
|
|
2020
Q1 | $172M | Sell |
2,851,864
-136,096
| -5% | -$8.55M | 0.76% | 20 |
|
|
2019
Q4 | $181M | Buy |
2,987,960
+98,472
| +3% | +$5.75M | 0.65% | 25 |
|
|
2019
Q3 | $168M | Buy |
2,889,488
+207,148
| +8% | +$11.2M | 0.67% | 24 |
|
|
2019
Q2 | $137M | Sell |
2,682,340
-32,660
| -1% | -$1.61M | 0.56% | 27 |
|
|
2019
Q1 | $131M | Buy |
2,715,000
+42,220
| +2% | +$1.93M | 0.57% | 27 |
|
|
2018
Q4 | $116M | Sell |
2,672,780
-98,016
| -4% | -$4.29M | 0.59% | 24 |
|
|
2018
Q3 | $116M | Buy |
2,770,796
+95,116
| +4% | +$4.05M | 0.51% | 27 |
|
|
2018
Q2 | $112M | Buy |
2,675,680
+716,360
| +37% | +$28.9M | 0.53% | 25 |
|
|
2018
Q1 | $80M | Buy |
1,959,320
+204,524
| +12% | +$7.89M | 0.4% | 44 |
|
|
2017
Q4 | $68.5M | Buy |
1,754,796
+36,504
| +2% | +$1.41M | 0.35% | 55 |
|
|
2017
Q3 | $63M | Buy |
1,718,292
+110,420
| +7% | +$4.04M | 0.36% | 55 |
|
|
2017
Q2 | $56.3M | Buy |
1,607,872
+525,820
| +49% | +$18M | 0.34% | 53 |
|
|
2017
Q1 | $34.7M | Buy |
1,082,052
+35,620
| +3% | +$1.12M | 0.24% | 92 |
|
|
2016
Q4 | $31.3M | Sell |
1,046,432
-245,768
| -19% | -$7.34M | 0.24% | 91 |
|
|
2016
Q3 | $39.5M | Buy |
1,292,200
+19,252
| +2% | +$607K | 0.29% | 74 |
|
|
2016
Q2 | $41.5M | Buy |
1,272,948
+188,344
| +17% | +$5.65M | 0.32% | 64 |
|
|
2016
Q1 | $32.1M | Buy |
1,084,604
+74,540
| +7% | +$2.09M | 0.27% | 78 |
|
|
2015
Q4 | $26.2M | Buy |
1,010,064
+115,452
| +13% | +$2.92M | 0.24% | 98 |
|
|
2015
Q3 | $21.8M | Buy |
894,612
+55,604
| +7% | +$1.41M | 0.22% | 106 |
|
|
2015
Q2 | $20.6M | Buy |
839,008
+75,888
| +10% | +$1.93M | 0.21% | 110 |
|
|
2015
Q1 | $19.9M | Sell |
763,120
-35,580
| -4% | -$939K | 0.22% | 102 |
|
|
2014
Q4 | $21.2M | Buy |
798,700
+268,508
| +51% | +$6.78M | 0.26% | 87 |
|
|
2014
Q3 | $12.4M | Buy |
530,192
+24,536
| +5% | +$592K | 0.17% | 153 |
|
|
2014
Q2 | $13M | Buy |
505,656
+18,732
| +4% | +$456K | 0.19% | 134 |
|
|
2014
Q1 | $11.6M | Buy |
+486,924
| New | +$11M | 0.16% | 141 |
|
|
2013
Q4 | – | Sell |
-422,640
| Closed | -$8.91M | – | 159 |
|
|
2013
Q3 | $8.47M | Buy |
422,640
+69,876
| +20% | +$1.44M | 0.16% | 139 |
|
|
2013
Q2 | $7.19M | Buy |
+352,764
| New | +$7M | 0.17% | 132 |
|
Other funds holding NEE
Aperio Group's NEE Position: Q4 2020 in Review
Aperio Group reduced its NextEra Energy (NEE) stake by 0.34% in Q4 2020, selling an estimated $645K and leaving 2,527,635 shares worth $195M. The position accounts for 0.58% of the portfolio, ranked #25.
Aperio Group first reported a position in NEE in Q2 2013 and has held it in 30 quarters since. 2,130 funds tracked by Wall St. Rank hold NEE as of Q4 2020.
- Aperio Group held 2,527,635 shares of NextEra Energy worth $195M as of Q4 2020.
- Aperio Group sold 8,625 NextEra Energy shares in Q4 2020, an estimated $645K.
- NextEra Energy made up 0.58% of Aperio Group's portfolio in Q4 2020, its #25 holding.
- Aperio Group first reported a position in NextEra Energy in Q2 2013 and has held it in 30 quarters since.
- 2,130 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.