Gardner Russo & Quinn’s NextEra Energy NEE Stock Holding History

Gardner Russo & Quinn’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
2018 Q1	–	Sell	-2,200	Closed	-$86K	–	142
2017 Q4	$86K	Buy	+2,200	New	+$84.9K	﹤0.01%	137

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Gardner Russo & Quinn's NEE Position: Q1 2018 in Review

Gardner Russo & Quinn sold out of NextEra Energy (NEE) in Q1 2018, closing a stake of 2,200 shares — an estimated $86K sold.

Gardner Russo & Quinn first reported a position in NEE in Q4 2017 and held it in 1 quarter. The position peaked at $86K in Q4 2017. 1,416 funds tracked by Wall St. Rank hold NEE as of Q1 2018.

Gardner Russo & Quinn reported no remaining NextEra Energy position as of Q1 2018 after selling out during the quarter.
Gardner Russo & Quinn sold 2,200 NextEra Energy shares in Q1 2018, an estimated $86K.
Gardner Russo & Quinn first reported a position in NextEra Energy in Q4 2017 and held it in 1 quarter.
Gardner Russo & Quinn's NextEra Energy position peaked at $86K in Q4 2017.
1,416 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2018.

Based on Gardner Russo & Quinn's 13F filing for Q1 2018, filed 11 May 2018.