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Edmond de Rothschild (Suisse)’s NextEra Energy NEE Stock Holding History

Edmond de Rothschild (Suisse)’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
2016
Q3 		– Sell
-18,800
Closed -$613K – 477
2016
Q2 		$613K Buy
+18,800
New +$564K 0.2% 107

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s NEE Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) sold out of NextEra Energy (NEE) in Q3 2016, closing a stake of 18,800 shares — an estimated $613K sold.

Edmond de Rothschild (Suisse) first reported a position in NEE in Q2 2016 and held it in 1 quarter. The position peaked at $613K in Q2 2016. 1,144 funds tracked by Wall St. Rank hold NEE as of Q3 2016.

  • Edmond de Rothschild (Suisse) reported no remaining NextEra Energy position as of Q3 2016 after selling out during the quarter.
  • Edmond de Rothschild (Suisse) sold 18,800 NextEra Energy shares in Q3 2016, an estimated $613K.
  • Edmond de Rothschild (Suisse) first reported a position in NextEra Energy in Q2 2016 and held it in 1 quarter.
  • Edmond de Rothschild (Suisse)'s NextEra Energy position peaked at $613K in Q2 2016.
  • 1,144 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.