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Bridges Investment Counsel’s NextEra Energy NEE Stock Holding History

Bridges Investment Counsel’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 		$664K Sell
16,996
-400
-2% -$15.4K 0.37% 69
2017
Q3 		$637K Sell
17,396
-22,300
-56% -$817K 0.35% 71
2017
Q2 		$1.39M Buy
39,696
+18,832
+90% +$644K 0.32% 78
2017
Q1 		$670K Sell
20,864
-19,432
-48% -$611K 0.2% 85
2016
Q4 		$1.2M Sell
40,296
-800
-2% -$23.9K 0.29% 81
2016
Q3 		$1.26M Sell
41,096
-2,600
-6% -$81.9K 0.26% 83
2016
Q2 		$1.42M Sell
43,696
-1,600
-4% -$48K 0.31% 78
2016
Q1 		$1.34M Buy
45,296
+27,396
+153% +$769K 0.29% 81
2015
Q4 		$439K Hold
17,900
– – 0.08% 107
2015
Q3 		$439K Sell
17,900
-33,616
-65% -$855K 0.08% 107
2015
Q2 		$1.26M Sell
51,516
-10,600
-17% -$269K 0.3% 87
2015
Q1 		$1.61M Sell
62,116
-4,872
-7% -$129K 0.37% 76
2014
Q4 		$1.78M Sell
66,988
-2,244
-3% -$56.7K 0.41% 68
2014
Q3 		$1.62M Sell
69,232
-8,120
-10% -$196K 0.37% 71
2014
Q2 		$1.98M Sell
77,352
-2,364
-3% -$57.5K 0.46% 65
2014
Q1 		$1.91M Buy
79,716
+3,476
+5% +$78.8K 0.44% 63
2013
Q4 		$1.63M Sell
76,240
-3,664
-5% -$77.2K 0.37% 68
2013
Q3 		$1.6M Sell
79,904
-1,700
-2% -$35.1K 0.4% 67
2013
Q2 		$1.66M Buy
+81,604
New +$1.62M 0.43% 65

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

Bridges Investment Counsel's NEE Position: Q4 2017 in Review

Bridges Investment Counsel reduced its NextEra Energy (NEE) stake by 2.3% in Q4 2017, selling an estimated $15.4K and leaving 16,996 shares worth $664K. The position accounts for 0.37% of the portfolio, ranked #69.

Bridges Investment Counsel first reported a position in NEE in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.98M in Q2 2014. 1,382 funds tracked by Wall St. Rank hold NEE as of Q4 2017.

  • Bridges Investment Counsel held 16,996 shares of NextEra Energy worth $664K as of Q4 2017.
  • Bridges Investment Counsel sold 400 NextEra Energy shares in Q4 2017, an estimated $15.4K.
  • NextEra Energy made up 0.37% of Bridges Investment Counsel's portfolio in Q4 2017, its #69 holding.
  • Bridges Investment Counsel first reported a position in NextEra Energy in Q2 2013 and has held it in 19 quarters since.
  • Bridges Investment Counsel's NextEra Energy position peaked at $1.98M in Q2 2014.
  • 1,382 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2017.

Based on Bridges Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.