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Fiduciary Trust International of Pennsylvania’s NextEra Energy NEE Stock Holding History

Fiduciary Trust International of Pennsylvania’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 		$44.7M Sell
743,300
-30,196
-4% -$1.9M 2.09% 6
2019
Q4 		$46.8M Sell
773,496
-39,136
-5% -$2.28M 1.74% 10
2019
Q3 		$47.3M Buy
812,632
+2,280
+0.3% +$123K 1.88% 8
2019
Q2 		$41.5M Buy
810,352
+12,616
+2% +$621K 1.7% 10
2019
Q1 		$38.6M Sell
797,736
-6,608
-0.8% -$302K 1.65% 11
2018
Q4 		$35M Buy
804,344
+74,184
+10% +$3.24M 1.74% 11
2018
Q3 		$30.6M Buy
730,160
+9,668
+1% +$412K 1.27% 16
2018
Q2 		$30.1M Buy
720,492
+2,964
+0.4% +$120K 1.35% 13
2018
Q1 		$29.3M Sell
717,528
-12,772
-2% -$493K 1.36% 13
2017
Q4 		$28.5M Sell
730,300
-11,152
-2% -$431K 1.27% 15
2017
Q3 		$27.2M Buy
741,452
+6,024
+0.8% +$221K 1.31% 15
2017
Q2 		$25.8M Buy
735,428
+90,536
+14% +$3.09M 1.27% 15
2017
Q1 		$20.7M Buy
644,892
+5,008
+0.8% +$157K 1.56% 13
2016
Q4 		$19.1M Sell
639,884
-11,188
-2% -$334K 1.51% 16
2016
Q3 		$19.9M Sell
651,072
-552
-0.1% -$17.4K 1.61% 12
2016
Q2 		$21.2M Buy
651,624
+23,400
+4% +$703K 1.72% 9
2016
Q1 		$18.6M Buy
628,224
+31,924
+5% +$896K 1.57% 15
2015
Q4 		$15.5M Sell
596,300
-13,268
-2% -$336K 1.32% 19
2015
Q3 		$14.9M Sell
609,568
-20,216
-3% -$514K 1.39% 18
2015
Q2 		$15.4M Buy
629,784
+29,500
+5% +$750K 0.91% 31
2015
Q1 		$15.6M Buy
600,284
+27,244
+5% +$719K 1.01% 29
2014
Q4 		$15.2M Buy
573,040
+6,960
+1% +$176K 1.01% 26
2014
Q3 		$13.3M Buy
566,080
+4,368
+0.8% +$105K 0.91% 34
2014
Q2 		$14.4M Buy
561,712
+16,044
+3% +$390K 0.99% 29
2014
Q1 		$13M Buy
545,668
+7,188
+1% +$163K 0.95% 29
2013
Q4 		$11.5M Buy
538,480
+21,836
+4% +$460K 0.86% 33
2013
Q3 		$10.4M Buy
516,644
+15,344
+3% +$317K 0.85% 33
2013
Q2 		$10.2M Buy
+501,300
New +$9.95M 0.9% 31

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
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

Fiduciary Trust International of Pennsylvania's NEE Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania reduced its NextEra Energy (NEE) stake by 3.9% in Q1 2020, selling an estimated $1.9M and leaving 743,300 shares worth $44.7M. The position accounts for 2.09% of the portfolio, ranked #6.

Fiduciary Trust International of Pennsylvania first reported a position in NEE in Q2 2013 and has held it in 28 quarters since. The position peaked at $47.3M in Q3 2019. 1,805 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

  • Fiduciary Trust International of Pennsylvania held 743,300 shares of NextEra Energy worth $44.7M as of Q1 2020.
  • Fiduciary Trust International of Pennsylvania sold 30,196 NextEra Energy shares in Q1 2020, an estimated $1.9M.
  • NextEra Energy made up 2.09% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #6 holding.
  • Fiduciary Trust International of Pennsylvania first reported a position in NextEra Energy in Q2 2013 and has held it in 28 quarters since.
  • Fiduciary Trust International of Pennsylvania's NextEra Energy position peaked at $47.3M in Q3 2019.
  • 1,805 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.