Columbia Partners Investment Management’s NextEra Energy NEE Stock Holding History

Columbia Partners 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
2018 Q2	–	Sell	-5,664	Closed	-$231K	–	205
2018 Q1	$231K	Buy	5,664 +200	+4%	+$7.71K	0.03%	217
2017 Q4	$213K	Sell	5,464 -8	-0.1%	-$309	0.03%	209
2017 Q3	$200K	Buy	+5,472	New	+$200K	0.03%	236
2017 Q2	–	Sell	-13,408	Closed	-$430K	–	261
2017 Q1	$430K	Sell	13,408 -14,744	-52%	-$464K	0.05%	223
2016 Q4	$840K	Sell	28,152 -8	-0%	-$239	0.07%	248
2016 Q3	$861K	Buy	+28,160	New	+$887K	0.07%	252
2014 Q4	–	Sell	-138,360	Closed	-$3.25M	–	349
2014 Q3	$3.25M	Buy	138,360 +2,356	+2%	+$56.9K	0.17%	161
2014 Q2	$3.48M	Buy	+136,004	New	+$3.31M	0.16%	178

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Columbia Partners Investment Management's NEE Position: Q2 2018 in Review

Columbia Partners Investment Management sold out of NextEra Energy (NEE) in Q2 2018, closing a stake of 5,664 shares — an estimated $231K sold.

Columbia Partners Investment Management first reported a position in NEE in Q2 2014 and held it in 8 quarters. The position peaked at $3.48M in Q2 2014. 1,413 funds tracked by Wall St. Rank hold NEE as of Q2 2018.

Columbia Partners Investment Management reported no remaining NextEra Energy position as of Q2 2018 after selling out during the quarter.
Columbia Partners Investment Management sold 5,664 NextEra Energy shares in Q2 2018, an estimated $231K.
Columbia Partners Investment Management first reported a position in NextEra Energy in Q2 2014 and held it in 8 quarters.
Columbia Partners Investment Management's NextEra Energy position peaked at $3.48M in Q2 2014.
1,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2018.

Based on Columbia Partners Investment Management's 13F filing for Q2 2018, filed 12 Jul 2018.