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CS McKee’s NextEra Energy NEE Stock Holding History

CS McKee’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
2019
Q4 		$11.1M Sell
183,744
-21,800
-11% -$1.27M 1.02% 44
2019
Q3 		$12M Sell
205,544
-29,612
-13% -$1.6M 1.08% 44
2019
Q2 		$12M Sell
235,156
-31,200
-12% -$1.54M 1.06% 44
2019
Q1 		$12.9M Buy
266,356
+800
+0.3% +$36.6K 1.13% 44
2018
Q4 		$11.5M Sell
265,556
-8,000
-3% -$350K 1.14% 41
2018
Q3 		$11.5M Hold
273,556
– – 0.92% 48
2018
Q2 		$11.4M Sell
273,556
-60,120
-18% -$2.43M 0.97% 46
2018
Q1 		$13.6M Sell
333,676
-7,600
-2% -$293K 1.07% 45
2017
Q4 		$13.3M Sell
341,276
-13,400
-4% -$517K 1% 48
2017
Q3 		$13M Sell
354,676
-4,620
-1% -$169K 1.01% 48
2017
Q2 		$12.6M Sell
359,296
-9,464
-3% -$323K 1.01% 48
2017
Q1 		$11.8M Sell
368,760
-73,780
-17% -$2.32M 0.94% 46
2016
Q4 		$13.2M Sell
442,540
-251,340
-36% -$7.51M 1.01% 41
2016
Q3 		$21.2M Sell
693,880
-709,612
-51% -$22.4M 1.35% 37
2016
Q2 		$45.8M Sell
1,403,492
-208,280
-13% -$6.25M 1.96% 18
2016
Q1 		$47.7M Sell
1,611,772
-165,660
-9% -$4.65M 1.75% 24
2015
Q4 		$46.2M Sell
1,777,432
-95,100
-5% -$2.41M 1.47% 31
2015
Q3 		$45.7M Sell
1,872,532
-140,320
-7% -$3.57M 1.48% 32
2015
Q2 		$49.3M Sell
2,012,852
-148,800
-7% -$3.78M 1.37% 35
2015
Q1 		$56.2M Sell
2,161,652
-194,000
-8% -$5.12M 1.47% 34
2014
Q4 		$62.6M Sell
2,355,652
-130,900
-5% -$3.31M 1.51% 32
2014
Q3 		$58.4M Sell
2,486,552
-211,720
-8% -$5.11M 1.34% 35
2014
Q2 		$68.5M Sell
2,698,272
-81,444
-3% -$1.98M 1.45% 31
2014
Q1 		$66.4M Sell
2,779,716
-432,372
-13% -$9.8M 1.43% 29
2013
Q4 		$68.8M Sell
3,212,088
-845,548
-21% -$17.8M 1.35% 32
2013
Q3 		$81.3M Sell
4,057,636
-233,592
-5% -$4.82M 1.38% 30
2013
Q2 		$87.4M Buy
+4,291,228
New +$85.1M 1.49% 23

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CS McKee's NEE Position: Q4 2019 in Review

CS McKee reduced its NextEra Energy (NEE) stake by 11% in Q4 2019, selling an estimated $1.27M and leaving 183,744 shares worth $11.1M. The position accounts for 1.02% of the portfolio, ranked #44.

CS McKee first reported a position in NEE in Q2 2013 and has held it in 27 quarters since. The position peaked at $87.4M in Q2 2013. 1,784 funds tracked by Wall St. Rank hold NEE as of Q4 2019.

  • CS McKee held 183,744 shares of NextEra Energy worth $11.1M as of Q4 2019.
  • CS McKee sold 21,800 NextEra Energy shares in Q4 2019, an estimated $1.27M.
  • NextEra Energy made up 1.02% of CS McKee's portfolio in Q4 2019, its #44 holding.
  • CS McKee first reported a position in NextEra Energy in Q2 2013 and has held it in 27 quarters since.
  • CS McKee's NextEra Energy position peaked at $87.4M in Q2 2013.
  • 1,784 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2019.

Based on CS McKee's 13F filing for Q4 2019, filed 14 Feb 2020.