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Calvert Investment Management’s NextEra Energy NEE Stock Holding History

Calvert Investment Management’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
2014
Q1 		– Sell
-16,400
Closed -$351K – 353
2013
Q4 		$351K Buy
+16,400
New +$346K 0.03% 261

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Calvert Investment Management's NEE Position: Q1 2014 in Review

Calvert Investment Management sold out of NextEra Energy (NEE) in Q1 2014, closing a stake of 16,400 shares — an estimated $351K sold.

Calvert Investment Management first reported a position in NEE in Q4 2013 and held it in 1 quarter. The position peaked at $351K in Q4 2013. 981 funds tracked by Wall St. Rank hold NEE as of Q1 2014.

  • Calvert Investment Management reported no remaining NextEra Energy position as of Q1 2014 after selling out during the quarter.
  • Calvert Investment Management sold 16,400 NextEra Energy shares in Q1 2014, an estimated $351K.
  • Calvert Investment Management first reported a position in NextEra Energy in Q4 2013 and held it in 1 quarter.
  • Calvert Investment Management's NextEra Energy position peaked at $351K in Q4 2013.
  • 981 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2014.

Based on Calvert Investment Management's 13F filing for Q1 2014, filed 28 Apr 2014.