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Friedberg Investment Management’s NextEra Energy NEE Stock Holding History

Friedberg 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
2017
Q3 		$2.44M Sell
66,700
-83,360
-56% -$3.05M 3.95% 5
2017
Q2 		$5.26M Buy
150,060
+18,404
+14% +$629K 2.25% 15
2017
Q1 		$4.22M Sell
131,656
-2,520
-2% -$79.2K 1.79% 19
2016
Q4 		$4.01M Buy
134,176
+15,108
+13% +$451K 1.83% 19
2016
Q3 		$3.64M Sell
119,068
-1,800
-1% -$56.7K 1.57% 22
2016
Q2 		$3.94M Hold
120,868
– – 1.86% 16
2016
Q1 		$3.58M Buy
120,868
+4,000
+3% +$112K 1.78% 19
2015
Q4 		$3.04M Sell
116,868
-7,880
-6% -$199K 1.48% 24
2015
Q3 		$3.04M Sell
124,748
-1,320
-1% -$33.6K 1.45% 28
2015
Q2 		$3.09M Sell
126,068
-1,592
-1% -$40.5K 1.17% 30
2015
Q1 		$3.32M Sell
127,660
-320
-0.3% -$8.44K 1.21% 29
2014
Q4 		$3.4M Buy
127,980
+960
+0.8% +$24.2K 1.33% 27
2014
Q3 		$2.98M Sell
127,020
-2,840
-2% -$68.6K 1.15% 38
2014
Q2 		$3.33M Hold
129,860
– – 1.21% 31
2014
Q1 		$3.1M Buy
129,860
+1,000
+0.8% +$22.7K 1.21% 30
2013
Q4 		$2.76M Sell
128,860
-1,160
-0.9% -$24.5K 1.12% 33
2013
Q3 		$2.6M Hold
130,020
– – 1.13% 36
2013
Q2 		$2.65M Buy
+130,020
New +$2.58M 1.19% 33

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Friedberg Investment Management's NEE Position: Q3 2017 in Review

Friedberg Investment Management reduced its NextEra Energy (NEE) stake by 56% in Q3 2017, selling an estimated $3.05M and leaving 66,700 shares worth $2.44M. The position accounts for 3.95% of the portfolio, ranked #5.

Friedberg Investment Management first reported a position in NEE in Q2 2013 and has held it in 18 quarters since. The position peaked at $5.26M in Q2 2017. 1,249 funds tracked by Wall St. Rank hold NEE as of Q3 2017.

  • Friedberg Investment Management held 66,700 shares of NextEra Energy worth $2.44M as of Q3 2017.
  • Friedberg Investment Management sold 83,360 NextEra Energy shares in Q3 2017, an estimated $3.05M.
  • NextEra Energy made up 3.95% of Friedberg Investment Management's portfolio in Q3 2017, its #5 holding.
  • Friedberg Investment Management first reported a position in NextEra Energy in Q2 2013 and has held it in 18 quarters since.
  • Friedberg Investment Management's NextEra Energy position peaked at $5.26M in Q2 2017.
  • 1,249 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2017.

Based on Friedberg Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.