Chicago Equity Partners’s NextEra Energy NEE Stock Holding History

Chicago Equity Partners’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
2020 Q1	$2.67M	Sell	44,300 -8,580	-16%	-$539K	0.27%	93
2019 Q4	$3.2M	Sell	52,880 -35,120	-40%	-$2.05M	0.18%	156
2019 Q3	$5.13M	Sell	88,000 -15,720	-15%	-$851K	0.24%	106
2019 Q2	$5.31M	Sell	103,720 -77,940	-43%	-$3.84M	0.24%	106
2019 Q1	$8.78M	Sell	181,660 -25,760	-12%	-$1.18M	0.34%	66
2018 Q4	$9.01M	Sell	207,420 -73,860	-26%	-$3.23M	0.36%	59
2018 Q3	$11.8M	Sell	281,280 -1,580	-0.6%	-$67.3K	0.35%	62
2018 Q2	$11.8M	Sell	282,860 -24,420	-8%	-$986K	0.36%	59
2018 Q1	$12.5M	Buy	307,280 +70,740	+30%	+$2.73M	0.4%	51
2017 Q4	$9.24M	Sell	236,540 -8,200	-3%	-$317K	0.28%	95
2017 Q3	$8.97M	Sell	244,740 -93,600	-28%	-$3.43M	0.28%	87
2017 Q2	$11.9M	Sell	338,340 -6,360	-2%	-$217K	0.32%	78
2017 Q1	$11.1M	Buy	344,700 +15,980	+5%	+$502K	0.32%	87
2016 Q4	$9.82M	Sell	328,720 -325,640	-50%	-$9.73M	0.26%	101
2016 Q3	$20M	Sell	654,360 -27,880	-4%	-$878K	0.55%	46
2016 Q2	$22.2M	Sell	682,240 -20,660	-3%	-$620K	0.65%	41
2016 Q1	$20.8M	Sell	702,900 -155,320	-18%	-$4.36M	0.61%	49
2015 Q4	$22.3M	Sell	858,220 -26,960	-3%	-$682K	0.59%	54
2015 Q3	$21.6M	Buy	+885,180	New	+$22.5M	0.6%	49

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chicago Equity Partners's NEE Position: Q1 2020 in Review

Chicago Equity Partners reduced its NextEra Energy (NEE) stake by 16% in Q1 2020, selling an estimated $539K and leaving 44,300 shares worth $2.67M. The position accounts for 0.27% of the portfolio, ranked #93.

Chicago Equity Partners first reported a position in NEE in Q3 2015 and has held it in 19 quarters since. The position peaked at $22.3M in Q4 2015. 1,804 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

Chicago Equity Partners held 44,300 shares of NextEra Energy worth $2.67M as of Q1 2020.
Chicago Equity Partners sold 8,580 NextEra Energy shares in Q1 2020, an estimated $539K.
NextEra Energy made up 0.27% of Chicago Equity Partners's portfolio in Q1 2020, its #93 holding.
Chicago Equity Partners first reported a position in NextEra Energy in Q3 2015 and has held it in 19 quarters since.
Chicago Equity Partners's NextEra Energy position peaked at $22.3M in Q4 2015.
1,804 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.