BA
NEE icon

Boston Advisors’s NextEra Energy NEE Stock Holding History

Boston Advisors’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 		$945K Sell
16,224
-4,080
-20% -$221K 0.05% 397
2019
Q2 		$1.04M Sell
20,304
-600
-3% -$29.5K 0.06% 349
2019
Q1 		$1.01M Buy
20,904
+1,436
+7% +$65.7K 0.05% 343
2018
Q4 		$846K Buy
19,468
+196
+1% +$8.57K 0.05% 347
2018
Q3 		$808K Hold
19,272
– – 0.04% 414
2018
Q2 		$805K Sell
19,272
-836
-4% -$33.8K 0.02% 422
2018
Q1 		$821K Sell
20,108
-20,296
-50% -$783K 0.02% 406
2017
Q4 		$1.58M Buy
40,404
+388
+1% +$15K 0.03% 302
2017
Q3 		$1.47M Buy
40,016
+18,452
+86% +$676K 0.03% 313
2017
Q2 		$755K Buy
21,564
+712
+3% +$24.3K 0.02% 414
2017
Q1 		$669K Sell
20,852
-452
-2% -$14.2K 0.02% 415
2016
Q4 		$636K Sell
21,304
-1,332
-6% -$39.8K 0.02% 430
2016
Q3 		$692K Sell
22,636
-1,296
-5% -$40.8K 0.02% 433
2016
Q2 		$780K Sell
23,932
-2,580
-10% -$77.5K 0.02% 380
2016
Q1 		$784K Buy
26,512
+804
+3% +$22.6K 0.02% 359
2015
Q4 		$668K Sell
25,708
-1,764
-6% -$44.6K 0.02% 399
2015
Q3 		$670K Sell
27,472
-980
-3% -$24.9K 0.03% 459
2015
Q2 		$697K Sell
28,452
-2,380
-8% -$60.5K 0.03% 366
2015
Q1 		$802K Sell
30,832
-4,172
-12% -$110K 0.03% 324
2014
Q4 		$930K Buy
35,004
+2,380
+7% +$60.1K 0.04% 272
2014
Q3 		$766K Buy
32,624
+3,224
+11% +$77.8K 0.03% 302
2014
Q2 		$753K Sell
29,400
-56
-0.2% -$1.36K 0.03% 312
2014
Q1 		$704K Buy
29,456
+5,488
+23% +$124K 0.03% 301
2013
Q4 		$513K Buy
23,968
+564
+2% +$11.9K 0.02% 341
2013
Q3 		$469K Buy
23,404
+36
+0.2% +$743 0.02% 332
2013
Q2 		$476K Buy
+23,368
New +$464K 0.02% 319

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Advisors's NEE Position: Q3 2019 in Review

Boston Advisors reduced its NextEra Energy (NEE) stake by 20% in Q3 2019, selling an estimated $221K and leaving 16,224 shares worth $945K. The position accounts for 0.05% of the portfolio, ranked #397.

Boston Advisors first reported a position in NEE in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.58M in Q4 2017. 1,635 funds tracked by Wall St. Rank hold NEE as of Q3 2019.

  • Boston Advisors held 16,224 shares of NextEra Energy worth $945K as of Q3 2019.
  • Boston Advisors sold 4,080 NextEra Energy shares in Q3 2019, an estimated $221K.
  • NextEra Energy made up 0.05% of Boston Advisors's portfolio in Q3 2019, its #397 holding.
  • Boston Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 26 quarters since.
  • Boston Advisors's NextEra Energy position peaked at $1.58M in Q4 2017.
  • 1,635 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.