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BB&T Securities’s NextEra Energy NEE Stock Holding History

BB&T Securities’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
Q3 		$24.3M Sell
417,780
-107,380
-20% -$5.81M 0.22% 113
2019
Q2 		$26.9M Buy
525,160
+64,164
+14% +$3.16M 0.25% 112
2019
Q1 		$22.3M Buy
460,996
+12,752
+3% +$583K 0.21% 122
2018
Q4 		$19.5M Buy
448,244
+6,948
+2% +$304K 0.22% 118
2018
Q3 		$18.5M Buy
441,296
+23,616
+6% +$1.01M 0.18% 150
2018
Q2 		$17.4M Buy
417,680
+1,660
+0.4% +$67K 0.19% 138
2018
Q1 		$17M Buy
416,020
+17,648
+4% +$681K 0.19% 139
2017
Q4 		$15.6M Buy
398,372
+13,220
+3% +$510K 0.2% 129
2017
Q3 		$14.1M Sell
385,152
-2,176
-0.6% -$79.7K 0.19% 141
2017
Q2 		$13.6M Buy
387,328
+42,048
+12% +$1.44M 0.2% 138
2017
Q1 		$11.1M Sell
345,280
-11,244
-3% -$354K 0.15% 172
2016
Q4 		$10.8M Buy
356,524
+103,168
+41% +$3.08M 0.16% 157
2016
Q3 		$7.75M Sell
253,356
-2,584
-1% -$81.4K 0.12% 201
2016
Q2 		$8.34M Sell
255,940
-2,420
-0.9% -$72.7K 0.13% 178
2016
Q1 		$7.64M Buy
258,360
+101,912
+65% +$2.86M 0.13% 184
2015
Q4 		$4.06M Buy
156,448
+42,752
+38% +$1.08M 0.09% 227
2015
Q3 		$2.77M Buy
113,696
+3,088
+3% +$78.5K 0.06% 270
2015
Q2 		$2.71M Buy
110,608
+3,872
+4% +$98.4K 0.06% 288
2015
Q1 		$2.78M Sell
106,736
-70,320
-40% -$1.85M 0.06% 273
2014
Q4 		$4.7M Buy
177,056
+9,448
+6% +$239K 0.11% 171
2014
Q3 		$3.93M Buy
167,608
+772
+0.5% +$18.6K 0.09% 194
2014
Q2 		$4.27M Buy
166,836
+78,948
+90% +$1.92M 0.1% 178
2014
Q1 		$2.1M Sell
87,888
-732
-0.8% -$16.6K 0.05% 258
2013
Q4 		$1.9M Sell
88,620
-10,048
-10% -$212K 0.05% 259
2013
Q3 		$1.98M Sell
98,668
-11,240
-10% -$232K 0.06% 234
2013
Q2 		$2.24M Buy
+109,908
New +$2.18M 0.07% 192

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BB&T Securities's NEE Position: Q3 2019 in Review

BB&T Securities reduced its NextEra Energy (NEE) stake by 20% in Q3 2019, selling an estimated $5.81M and leaving 417,780 shares worth $24.3M. The position accounts for 0.22% of the portfolio, ranked #113.

BB&T Securities first reported a position in NEE in Q2 2013 and has held it in 26 quarters since. The position peaked at $26.9M in Q2 2019. 1,636 funds tracked by Wall St. Rank hold NEE as of Q3 2019.

  • BB&T Securities held 417,780 shares of NextEra Energy worth $24.3M as of Q3 2019.
  • BB&T Securities sold 107,380 NextEra Energy shares in Q3 2019, an estimated $5.81M.
  • NextEra Energy made up 0.22% of BB&T Securities's portfolio in Q3 2019, its #113 holding.
  • BB&T Securities first reported a position in NextEra Energy in Q2 2013 and has held it in 26 quarters since.
  • BB&T Securities's NextEra Energy position peaked at $26.9M in Q2 2019.
  • 1,636 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.