Denver Investment Advisors’s NextEra Energy NEE Stock Holding History

Denver Investment Advisors’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 Q1	$479K	Buy	11,720 +2,520	+27%	+$97.2K	0.03%	323
2017 Q4	$359K	Hold	9,200	–	–	0.02%	354
2017 Q3	$337K	Hold	9,200	–	–	0.02%	362
2017 Q2	$322K	Hold	9,200	–	–	0.01%	376
2017 Q1	$295K	Sell	9,200 -30,800	-77%	-$968K	0.01%	395
2016 Q4	$1.2M	Sell	40,000 -504	-1%	-$15.1K	0.05%	226
2016 Q3	$1.24M	Buy	40,504 +504	+1%	+$15.9K	0.05%	243
2016 Q2	$1.3M	Hold	40,000	–	–	0.06%	239
2016 Q1	$1.18M	Sell	40,000 -4,120	-9%	-$116K	0.05%	249
2015 Q4	$1.15M	Buy	44,120 +84	+0.2%	+$2.13K	0.05%	259
2015 Q3	$1.07M	Buy	44,036 +2,000	+5%	+$50.9K	0.05%	263
2015 Q2	$1.03M	Hold	42,036	–	–	0.04%	290
2015 Q1	$1.09M	Buy	42,036 +36	+0.1%	+$950	0.04%	351
2014 Q4	$1.12M	Hold	42,000	–	–	0.04%	345
2014 Q3	$986K	Hold	42,000	–	–	0.03%	355
2014 Q2	$1.08M	Hold	42,000	–	–	0.03%	355
2014 Q1	$1M	Hold	42,000	–	–	0.03%	367
2013 Q4	$899	Sell	42,000 -2,000	-5%	-$42.2K	0.03%	382
2013 Q3	$882K	Buy	44,000 +2,000	+5%	+$41.3K	0.02%	405
2013 Q2	$856K	Buy	+42,000	New	+$833K	0.02%	399

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

Denver Investment Advisors's NEE Position: Q1 2018 in Review

Denver Investment Advisors increased its NextEra Energy (NEE) stake by 27% in Q1 2018, buying an estimated $97.2K and bringing the position to 11,720 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #323.

Denver Investment Advisors first reported a position in NEE in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.3M in Q2 2016. 1,417 funds tracked by Wall St. Rank hold NEE as of Q1 2018.

Denver Investment Advisors held 11,720 shares of NextEra Energy worth $479K as of Q1 2018.
Denver Investment Advisors bought 2,520 NextEra Energy shares in Q1 2018, an estimated $97.2K.
NextEra Energy made up 0.03% of Denver Investment Advisors's portfolio in Q1 2018, its #323 holding.
Denver Investment Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 20 quarters since.
Denver Investment Advisors's NextEra Energy position peaked at $1.3M in Q2 2016.
1,417 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2018.

Based on Denver Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.