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Foresters Investment Management’s NextEra Energy NEE Stock Holding History

Foresters 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
2019
Q3 		$19.4M Sell
332,400
-42,200
-11% -$2.28M 0.38% 84
2019
Q2 		$19.2M Sell
374,600
-25,200
-6% -$1.24M 0.34% 96
2019
Q1 		$19.3M Sell
399,800
-16,800
-4% -$768K 0.34% 97
2018
Q4 		$18.1M Buy
416,600
+293,000
+237% +$12.8M 0.34% 102
2018
Q3 		$5.18M Buy
123,600
+24,400
+25% +$1.04M 0.08% 297
2018
Q2 		$4.14M Buy
99,200
+17,200
+21% +$695K 0.07% 286
2018
Q1 		$3.35M Hold
82,000
– – 0.06% 296
2017
Q4 		$3.2M Sell
82,000
-6,072
-7% -$234K 0.05% 300
2017
Q3 		$3.23M Hold
88,072
– – 0.05% 286
2017
Q2 		$3.08M Buy
88,072
+6,072
+7% +$208K 0.05% 291
2017
Q1 		$2.63M Hold
82,000
– – 0.05% 285
2016
Q4 		$2.44M Hold
82,000
– – 0.04% 291
2016
Q3 		$2.51M Sell
82,000
-14,400
-15% -$454K 0.05% 283
2016
Q2 		$3.14M Hold
96,400
– – 0.06% 261
2016
Q1 		$2.85M Sell
96,400
-46,800
-33% -$1.31M 0.06% 260
2015
Q4 		$3.72M Hold
143,200
– – 0.08% 230
2015
Q3 		$3.49M Hold
143,200
– – 0.07% 239
2015
Q2 		$3.51M Buy
143,200
+22,800
+19% +$580K 0.07% 253
2015
Q1 		$3.13M Hold
120,400
– – 0.06% 251
2014
Q4 		$3.2M Sell
120,400
-20,000
-14% -$505K 0.06% 246
2014
Q3 		$3.29M Sell
140,400
-20,000
-12% -$483K 0.07% 231
2014
Q2 		$4.11M Sell
160,400
-20,000
-11% -$487K 0.08% 223
2014
Q1 		$4.31M Buy
180,400
+40,000
+28% +$906K 0.09% 215
2013
Q4 		$3M Hold
140,400
– – 0.07% 238
2013
Q3 		$2.81M Hold
140,400
– – 0.07% 230
2013
Q2 		$2.86M Buy
+140,400
New +$2.79M 0.09% 186

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Foresters Investment Management's NEE Position: Q3 2019 in Review

Foresters Investment Management reduced its NextEra Energy (NEE) stake by 11% in Q3 2019, selling an estimated $2.28M and leaving 332,400 shares worth $19.4M. The position accounts for 0.38% of the portfolio, ranked #84.

Foresters Investment Management first reported a position in NEE in Q2 2013 and has held it in 26 quarters since. 1,635 funds tracked by Wall St. Rank hold NEE as of Q3 2019.

  • Foresters Investment Management held 332,400 shares of NextEra Energy worth $19.4M as of Q3 2019.
  • Foresters Investment Management sold 42,200 NextEra Energy shares in Q3 2019, an estimated $2.28M.
  • NextEra Energy made up 0.38% of Foresters Investment Management's portfolio in Q3 2019, its #84 holding.
  • Foresters Investment Management first reported a position in NextEra Energy in Q2 2013 and has held it in 26 quarters since.
  • 1,635 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.