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BB&T Investment Services’s NextEra Energy NEE Stock Holding History

BB&T 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
2017
Q4 		$438K Buy
11,144
+2,528
+29% +$97.6K 0.07% 216
2017
Q3 		$314K Buy
8,616
+1,892
+28% +$69.3K 0.06% 231
2017
Q2 		$246K Buy
6,724
+2,752
+69% +$94.1K 0.06% 226
2017
Q1 		$129K Buy
3,972
+644
+19% +$20.2K 0.05% 232
2016
Q4 		$100K Buy
+3,328
New +$99.4K 0.07% 205

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BB&T Investment Services's NEE Position: Q4 2017 in Review

BB&T Investment Services increased its NextEra Energy (NEE) stake by 29% in Q4 2017, buying an estimated $97.6K and bringing the position to 11,144 shares worth $438K. The position accounts for 0.07% of the portfolio, ranked #216.

BB&T Investment Services first reported a position in NEE in Q4 2016 and has held it in 5 quarters since. 1,383 funds tracked by Wall St. Rank hold NEE as of Q4 2017.

  • BB&T Investment Services held 11,144 shares of NextEra Energy worth $438K as of Q4 2017.
  • BB&T Investment Services bought 2,528 NextEra Energy shares in Q4 2017, an estimated $97.6K.
  • NextEra Energy made up 0.07% of BB&T Investment Services's portfolio in Q4 2017, its #216 holding.
  • BB&T Investment Services first reported a position in NextEra Energy in Q4 2016 and has held it in 5 quarters since.
  • 1,383 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.