Foresters Asset Management’s NextEra Energy NEE Stock Holding History

Foresters 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
2019 Q2	$71K	Hold	1,380	–	–	0.04%	38
2019 Q1	$67K	Sell	1,380 -800	-37%	-$36.6K	0.03%	35
2018 Q4	$96K	Sell	2,180 -1,420	-39%	-$62.1K	0.05%	29
2018 Q3	$194K	Sell	3,600 -800	-18%	-$34.1K	0.06%	42
2018 Q2	$242K	Hold	4,400	–	–	0.08%	39
2018 Q1	$119K	Hold	4,400	–	–	0.09%	46
2017 Q4	$208K	Sell	4,400 -16,400	-79%	-$633K	0.08%	49
2017 Q3	$954K	Sell	20,800 -3,600	-15%	-$132K	0.37%	39
2017 Q2	$1.11M	Sell	24,400 -2,400	-9%	-$82K	0.45%	34
2017 Q1	$1.15M	Buy	+26,800	New	+$843K	0.53%	30
2016 Q4	–	Sell	-45,972	Closed	-$1.41M	–	85
2016 Q3	$1.41M	Hold	45,972	–	–	0.72%	26
2016 Q2	$1.5M	Buy	+45,972	New	+$1.38M	0.78%	28

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foresters Asset Management's NEE Position: Q2 2019 in Review

Foresters Asset Management held its NextEra Energy (NEE) position steady in Q2 2019 at 1,380 shares worth $71K. The position accounts for 0.04% of the portfolio, ranked #38.

Foresters Asset Management first reported a position in NEE in Q2 2016 and has held it in 12 quarters since. The position peaked at $1.5M in Q2 2016. 1,599 funds tracked by Wall St. Rank hold NEE as of Q2 2019.

Foresters Asset Management held 1,380 shares of NextEra Energy worth $71K as of Q2 2019.
Foresters Asset Management left its NextEra Energy share count unchanged in Q2 2019.
NextEra Energy made up 0.04% of Foresters Asset Management's portfolio in Q2 2019, its #38 holding.
Foresters Asset Management first reported a position in NextEra Energy in Q2 2016 and has held it in 12 quarters since.
Foresters Asset Management's NextEra Energy position peaked at $1.5M in Q2 2016.
1,599 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2019.

Based on Foresters Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.