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Assured Investment Management’s NextEra Energy NEE Stock Holding History

Assured 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
2018
Q4 		– Sell
-37,484
Closed -$1.57M – 1259
2018
Q3 		$1.57M Buy
+37,484
New +$1.6M 0.03% 469
2016
Q4 		– Sell
-28,872
Closed -$883K – 665
2016
Q3 		$883K Buy
+28,872
New +$910K 0.02% 338
2016
Q1 		– Sell
-5,028
Closed -$131K – 688
2015
Q4 		$131K Buy
5,028
+1,900
+61% +$48.1K ﹤0.01% 528
2015
Q3 		$76K Buy
+3,128
New +$79.5K ﹤0.01% 566

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Assured Investment Management's NEE Position: Q4 2018 in Review

Assured Investment Management sold out of NextEra Energy (NEE) in Q4 2018, closing a stake of 37,484 shares — an estimated $1.57M sold.

Assured Investment Management first reported a position in NEE in Q3 2015 and held it in 4 quarters. The position peaked at $1.57M in Q3 2018. 1,547 funds tracked by Wall St. Rank hold NEE as of Q4 2018.

  • Assured Investment Management reported no remaining NextEra Energy position as of Q4 2018 after selling out during the quarter.
  • Assured Investment Management sold 37,484 NextEra Energy shares in Q4 2018, an estimated $1.57M.
  • Assured Investment Management first reported a position in NextEra Energy in Q3 2015 and held it in 4 quarters.
  • Assured Investment Management's NextEra Energy position peaked at $1.57M in Q3 2018.
  • 1,547 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2018.

Based on Assured Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.