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Edge Asset Management’s NextEra Energy NEE Stock Holding History

Edge Asset 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
2017
Q1 		$104M Buy
3,236,988
+40,020
+1% +$1.26M 0.78% 36
2016
Q4 		$95.5M Buy
3,196,968
+224,308
+8% +$6.7M 0.74% 40
2016
Q3 		$90.9M Sell
2,972,660
-2,128
-0.1% -$67K 0.76% 41
2016
Q2 		$97M Sell
2,974,788
-68,376
-2% -$2.05M 0.86% 35
2016
Q1 		$90M Buy
3,043,164
+250,308
+9% +$7.03M 0.86% 38
2015
Q4 		$72.5M Buy
2,792,856
+353,688
+15% +$8.95M 0.7% 46
2015
Q3 		$59.5M Sell
2,439,168
-2,812
-0.1% -$71.5K 0.59% 56
2015
Q2 		$59.8M Sell
2,441,980
-7,188
-0.3% -$183K 0.54% 58
2015
Q1 		$63.7M Buy
2,449,168
+45,760
+2% +$1.21M 0.55% 58
2014
Q4 		$63.9M Sell
2,403,408
-489,604
-17% -$12.4M 0.62% 57
2014
Q3 		$67.9M Buy
2,893,012
+19,200
+0.7% +$464K 0.68% 51
2014
Q2 		$73.6M Sell
2,873,812
-175,884
-6% -$4.28M 0.74% 49
2014
Q1 		$72.9M Sell
3,049,696
-96,700
-3% -$2.19M 0.77% 46
2013
Q4 		$67.3M Sell
3,146,396
-3,524,464
-53% -$74.3M 0.73% 47
2013
Q3 		$135M Buy
6,670,860
+3,324,648
+99% +$68.6M 0.83% 42
2013
Q2 		$68.2M Buy
+3,346,212
New +$66.4M 0.86% 40

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Edge Asset Management's NEE Position: Q1 2017 in Review

Edge Asset Management increased its NextEra Energy (NEE) stake by 1.3% in Q1 2017, buying an estimated $1.26M and bringing the position to 3,236,988 shares worth $104M. The position accounts for 0.78% of the portfolio, ranked #36.

Edge Asset Management first reported a position in NEE in Q2 2013 and has held it in 16 quarters since. The position peaked at $135M in Q3 2013. 1,207 funds tracked by Wall St. Rank hold NEE as of Q1 2017.

  • Edge Asset Management held 3,236,988 shares of NextEra Energy worth $104M as of Q1 2017.
  • Edge Asset Management bought 40,020 NextEra Energy shares in Q1 2017, an estimated $1.26M.
  • NextEra Energy made up 0.78% of Edge Asset Management's portfolio in Q1 2017, its #36 holding.
  • Edge Asset Management first reported a position in NextEra Energy in Q2 2013 and has held it in 16 quarters since.
  • Edge Asset Management's NextEra Energy position peaked at $135M in Q3 2013.
  • 1,207 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2017.

Based on Edge Asset Management's 13F filing for Q1 2017, filed 11 May 2017.