Clinton Group’s NextEra Energy NEE Stock Holding History

Clinton Group’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
2018 Q3	$6.99M	Buy	166,784 +143,564	+618%	+$6.11M	2.5%	6
2018 Q2	$970K	Buy	+23,220	New	+$938K	0.15%	201
2018 Q1	–	Sell	-38,080	Closed	-$1.49M	–	445
2017 Q4	$1.49M	Buy	+38,080	New	+$1.47M	0.13%	214
2017 Q2	–	Sell	-22,712	Closed	-$729K	–	772
2017 Q1	$729K	Buy	22,712 +9,824	+76%	+$309K	0.04%	525
2016 Q4	$385K	Sell	12,888 -664	-5%	-$19.8K	0.02%	641
2016 Q3	$414K	Sell	13,552 -38,608	-74%	-$1.22M	0.02%	722
2016 Q2	$1.7M	Sell	52,160 -43,716	-46%	-$1.31M	0.07%	339
2016 Q1	$2.84M	Buy	+95,876	New	+$2.69M	0.17%	177
2015 Q2	–	Sell	-26,572	Closed	-$691K	–	666
2015 Q1	$691K	Sell	26,572 -12,112	-31%	-$319K	0.18%	162
2014 Q4	$1.03M	Buy	+38,684	New	+$977K	0.32%	81
2014 Q3	–	Sell	-10,160	Closed	-$260K	–	448
2014 Q2	$260K	Buy	+10,160	New	+$247K	0.13%	264
2014 Q1	–	Sell	-29,972	Closed	-$642K	–	408
2013 Q4	$642K	Buy	+29,972	New	+$632K	0.21%	131

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Clinton Group's NEE Position: Q3 2018 in Review

Clinton Group increased its NextEra Energy (NEE) stake by 618% in Q3 2018, buying an estimated $6.11M and bringing the position to 166,784 shares worth $6.99M. The position accounts for 2.5% of the portfolio, ranked #6.

Clinton Group first reported a position in NEE in Q4 2013 and has held it in 12 quarters since. 1,434 funds tracked by Wall St. Rank hold NEE as of Q3 2018.

Clinton Group held 166,784 shares of NextEra Energy worth $6.99M as of Q3 2018.
Clinton Group bought 143,564 NextEra Energy shares in Q3 2018, an estimated $6.11M.
NextEra Energy made up 2.5% of Clinton Group's portfolio in Q3 2018, its #6 holding.
Clinton Group first reported a position in NextEra Energy in Q4 2013 and has held it in 12 quarters since.
1,434 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2018.

Based on Clinton Group's 13F filing for Q3 2018, filed 10 Oct 2018.