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ExxonMobil Investment Management’s NextEra Energy NEE Stock Holding History

ExxonMobil Investment 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
2018
Q1 		$11.8M Sell
288,052
-11,128
-4% -$429K 0.34% 69
2017
Q4 		$11.7M Sell
299,180
-42,792
-13% -$1.65M 0.32% 72
2017
Q3 		$12.5M Sell
341,972
-17,576
-5% -$644K 0.32% 74
2017
Q2 		$12.6M Sell
359,548
-55,788
-13% -$1.91M 0.31% 76
2017
Q1 		$13.3M Sell
415,336
-17,292
-4% -$544K 0.29% 80
2016
Q4 		$12.9M Sell
432,628
-44,412
-9% -$1.33M 0.29% 84
2016
Q3 		$14.6M Sell
477,040
-740
-0.2% -$23.3K 0.3% 78
2016
Q2 		$15.6M Buy
477,780
+29,200
+7% +$877K 0.33% 70
2016
Q1 		$13.3M Buy
448,580
+35,680
+9% +$1M 0.3% 81
2015
Q4 		$10.7M Sell
412,900
-9,740
-2% -$246K 0.27% 91
2015
Q3 		$10.3M Buy
422,640
+28,260
+7% +$719K 0.26% 90
2015
Q2 		$9.66M Sell
394,380
-32,192
-8% -$818K 0.24% 107
2015
Q1 		$11.1M Buy
426,572
+14,952
+4% +$394K 0.25% 99
2014
Q4 		$10.9M Sell
411,620
-16,084
-4% -$406K 0.25% 98
2014
Q3 		$10M Sell
427,704
-16,128
-4% -$389K 0.23% 106
2014
Q2 		$11.4M Sell
443,832
-12,260
-3% -$298K 0.26% 97
2014
Q1 		$10.9M Buy
456,092
+7,648
+2% +$173K 0.25% 99
2013
Q4 		$9.6M Sell
448,444
-3,160
-0.7% -$66.6K 0.22% 112
2013
Q3 		$9.05M Sell
451,604
-20,380
-4% -$421K 0.23% 107
2013
Q2 		$9.61M Buy
+471,984
New +$9.36M 0.24% 97

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ExxonMobil Investment Management's NEE Position: Q1 2018 in Review

ExxonMobil Investment Management reduced its NextEra Energy (NEE) stake by 3.7% in Q1 2018, selling an estimated $429K and leaving 288,052 shares worth $11.8M. The position accounts for 0.34% of the portfolio, ranked #69.

ExxonMobil Investment Management first reported a position in NEE in Q2 2013 and has held it in 20 quarters since. The position peaked at $15.6M in Q2 2016. 1,417 funds tracked by Wall St. Rank hold NEE as of Q1 2018.

  • ExxonMobil Investment Management held 288,052 shares of NextEra Energy worth $11.8M as of Q1 2018.
  • ExxonMobil Investment Management sold 11,128 NextEra Energy shares in Q1 2018, an estimated $429K.
  • NextEra Energy made up 0.34% of ExxonMobil Investment Management's portfolio in Q1 2018, its #69 holding.
  • ExxonMobil Investment Management first reported a position in NextEra Energy in Q2 2013 and has held it in 20 quarters since.
  • ExxonMobil Investment Management's NextEra Energy position peaked at $15.6M in Q2 2016.
  • 1,417 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2018.

Based on ExxonMobil Investment Management's 13F filing for Q1 2018, filed 12 Apr 2018.