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Derby & Company’s NextEra Energy NEE Stock Holding History

Derby & Company’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 		– Sell
-14,836
Closed -$620K – 35
2018
Q2 		$620K Sell
14,836
-2,000
-12% -$80.8K 0.38% 20
2018
Q1 		$687K Buy
16,836
+3,300
+24% +$127K 0.45% 20
2017
Q4 		$529K Buy
+13,536
New +$523K 0.36% 22

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Derby & Company's NEE Position: Q3 2018 in Review

Derby & Company sold out of NextEra Energy (NEE) in Q3 2018, closing a stake of 14,836 shares — an estimated $620K sold.

Derby & Company first reported a position in NEE in Q4 2017 and held it in 3 quarters. The position peaked at $687K in Q1 2018. 1,434 funds tracked by Wall St. Rank hold NEE as of Q3 2018.

  • Derby & Company reported no remaining NextEra Energy position as of Q3 2018 after selling out during the quarter.
  • Derby & Company sold 14,836 NextEra Energy shares in Q3 2018, an estimated $620K.
  • Derby & Company first reported a position in NextEra Energy in Q4 2017 and held it in 3 quarters.
  • Derby & Company's NextEra Energy position peaked at $687K in Q1 2018.
  • 1,434 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2018.

Based on Derby & Company's 13F filing for Q3 2018, filed 14 Nov 2018.