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Bellwether Investment Group’s NextEra Energy NEE Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-2,836
Closed -$91K – 415
2017
Q1 		$91K Sell
2,836
-252
-8% -$7.92K 0.24% 97
2016
Q4 		$92K Buy
+3,088
New +$92.3K 0.08% 211
2016
Q2 		$188K Buy
+5,776
New +$173K 0.21% 123

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

Bellwether Investment Group's NEE Position: Q2 2017 in Review

Bellwether Investment Group sold out of NextEra Energy (NEE) in Q2 2017, closing a stake of 2,836 shares — an estimated $91K sold.

Bellwether Investment Group first reported a position in NEE in Q2 2016 and held it in 3 quarters. The position peaked at $188K in Q2 2016. 1,222 funds tracked by Wall St. Rank hold NEE as of Q2 2017.

  • Bellwether Investment Group reported no remaining NextEra Energy position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 2,836 NextEra Energy shares in Q2 2017, an estimated $91K.
  • Bellwether Investment Group first reported a position in NextEra Energy in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's NextEra Energy position peaked at $188K in Q2 2016.
  • 1,222 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.