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Forward Management’s NextEra Energy NEE Stock Holding History

Forward 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
2016
Q2 		– Sell
-12,000
Closed -$355K – 239
2016
Q1 		$355K Buy
+12,000
New +$337K 0.03% 199

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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Forward Management's NEE Position: Q2 2016 in Review

Forward Management sold out of NextEra Energy (NEE) in Q2 2016, closing a stake of 12,000 shares — an estimated $355K sold.

Forward Management first reported a position in NEE in Q1 2016 and held it in 1 quarter. The position peaked at $355K in Q1 2016. 1,152 funds tracked by Wall St. Rank hold NEE as of Q2 2016.

  • Forward Management reported no remaining NextEra Energy position as of Q2 2016 after selling out during the quarter.
  • Forward Management sold 12,000 NextEra Energy shares in Q2 2016, an estimated $355K.
  • Forward Management first reported a position in NextEra Energy in Q1 2016 and held it in 1 quarter.
  • Forward Management's NextEra Energy position peaked at $355K in Q1 2016.
  • 1,152 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2016.

Based on Forward Management's 13F filing for Q2 2016, filed 3 Aug 2016.