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Donald L. Hagan LLC’s NextEra Energy NEE Stock Holding History

Donald L. Hagan LLC’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
2020
Q1 		– Sell
-11,068
Closed -$711K – 95
2019
Q4 		$711K Sell
11,068
-36
-0.3% -$2.1K 0.62% 57
2019
Q3 		$638K Buy
11,104
+4
+0% +$216 0.52% 56
2019
Q2 		$568K Buy
11,100
+8
+0.1% +$394 0.49% 58
2019
Q1 		$536K Buy
11,092
+4
+0% +$183 0.46% 57
2018
Q4 		$482K Sell
11,088
-40
-0.4% -$1.75K 0.45% 48
2018
Q3 		$466K Hold
11,128
– – 0.36% 52
2018
Q2 		$465K Buy
11,128
+92
+0.8% +$3.71K 0.38% 52
2018
Q1 		$450K Buy
11,036
+4
+0% +$154 0.38% 53
2017
Q4 		$431K Buy
11,032
+8
+0.1% +$309 0.36% 45
2017
Q3 		$404K Buy
11,024
+4
+0% +$147 0.37% 50
2017
Q2 		$386K Buy
11,020
+4
+0% +$137 0.37% 50
2017
Q1 		$353K Buy
11,016
+8
+0.1% +$252 0.34% 53
2016
Q4 		$329K Buy
11,008
+4
+0% +$120 0.31% 57
2016
Q3 		$336K Buy
11,004
+8
+0.1% +$252 0.33% 50
2016
Q2 		$359K Buy
10,996
+4
+0% +$120 0.35% 61
2016
Q1 		$325K Buy
10,992
+8
+0.1% +$225 0.3% 56
2015
Q4 		$285K Buy
10,984
+544
+5% +$13.8K 0.28% 58
2015
Q3 		$255K Buy
10,440
+4
+0% +$102 0.23% 60
2015
Q2 		$256K Hold
10,436
– – 0.24% 65
2015
Q1 		$271K Hold
10,436
– – 0.27% 66
2014
Q4 		$277K Buy
+10,436
New +$264K 0.26% 67

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Donald L. Hagan LLC's NEE Position: Q1 2020 in Review

Donald L. Hagan LLC sold out of NextEra Energy (NEE) in Q1 2020, closing a stake of 11,068 shares — an estimated $711K sold.

Donald L. Hagan LLC first reported a position in NEE in Q4 2014 and held it in 21 quarters. The position peaked at $711K in Q4 2019. 1,804 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

  • Donald L. Hagan LLC reported no remaining NextEra Energy position as of Q1 2020 after selling out during the quarter.
  • Donald L. Hagan LLC sold 11,068 NextEra Energy shares in Q1 2020, an estimated $711K.
  • Donald L. Hagan LLC first reported a position in NextEra Energy in Q4 2014 and held it in 21 quarters.
  • Donald L. Hagan LLC's NextEra Energy position peaked at $711K in Q4 2019.
  • 1,804 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on Donald L. Hagan LLC's 13F filing for Q1 2020, filed 17 Apr 2020.