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Clearline Capital’s NextEra Energy NEE Stock Holding History

Clearline Capital’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
2015
Q2 		– Sell
-288,000
Closed -$7.49M – 77
2015
Q1 		$7.49M Hold
288,000
– – 1.12% 29
2014
Q4 		$7.65M Buy
+288,000
New +$7.27M 1.19% 35

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 $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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clearline Capital's NEE Position: Q2 2015 in Review

Clearline Capital sold out of NextEra Energy (NEE) in Q2 2015, closing a stake of 288,000 shares — an estimated $7.49M sold.

Clearline Capital first reported a position in NEE in Q4 2014 and held it in 2 quarters. The position peaked at $7.65M in Q4 2014. 1,039 funds tracked by Wall St. Rank hold NEE as of Q2 2015.

  • Clearline Capital reported no remaining NextEra Energy position as of Q2 2015 after selling out during the quarter.
  • Clearline Capital sold 288,000 NextEra Energy shares in Q2 2015, an estimated $7.49M.
  • Clearline Capital first reported a position in NextEra Energy in Q4 2014 and held it in 2 quarters.
  • Clearline Capital's NextEra Energy position peaked at $7.65M in Q4 2014.
  • 1,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2015.

Based on Clearline Capital's 13F filing for Q2 2015, filed 14 Aug 2015.