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Geneva Advisors’s NextEra Energy NEE Stock Holding History

Geneva Advisors’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
Q2 		$1.22M Sell
34,760
-872
-2% -$29.8K 0.02% 325
2017
Q1 		$1.14M Sell
35,632
-4,380
-11% -$138K 0.02% 323
2016
Q4 		$1.2M Buy
40,012
+6,316
+19% +$189K 0.02% 297
2016
Q3 		$1.03M Buy
33,696
+3,532
+12% +$111K 0.02% 312
2016
Q2 		$983K Sell
30,164
-1,488
-5% -$44.7K 0.02% 316
2016
Q1 		$936K Buy
31,652
+740
+2% +$20.8K 0.02% 308
2015
Q4 		$803K Sell
30,912
-3,984
-11% -$101K 0.02% 336
2015
Q3 		$851K Sell
34,896
-540
-2% -$13.7K 0.02% 317
2015
Q2 		$868K Sell
35,436
-704
-2% -$17.9K 0.02% 332
2015
Q1 		$940K Sell
36,140
-72
-0.2% -$1.9K 0.02% 314
2014
Q4 		$962K Sell
36,212
-288
-0.8% -$7.27K 0.02% 304
2014
Q3 		$857K Buy
36,500
+768
+2% +$18.5K 0.02% 337
2014
Q2 		$915K Buy
35,732
+15,148
+74% +$368K 0.02% 324
2014
Q1 		$492K Buy
20,584
+6,068
+42% +$137K 0.01% 399
2013
Q4 		$311K Buy
14,516
+24
+0.2% +$506 0.01% 397
2013
Q3 		$290K Buy
14,492
+88
+0.6% +$1.82K 0.01% 402
2013
Q2 		$293K Buy
+14,404
New +$286K 0.01% 344

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geneva Advisors's NEE Position: Q2 2017 in Review

Geneva Advisors reduced its NextEra Energy (NEE) stake by 2.4% in Q2 2017, selling an estimated $29.8K and leaving 34,760 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #325.

Geneva Advisors first reported a position in NEE in Q2 2013 and has held it in 17 quarters since. 1,223 funds tracked by Wall St. Rank hold NEE as of Q2 2017.

  • Geneva Advisors held 34,760 shares of NextEra Energy worth $1.22M as of Q2 2017.
  • Geneva Advisors sold 872 NextEra Energy shares in Q2 2017, an estimated $29.8K.
  • NextEra Energy made up 0.02% of Geneva Advisors's portfolio in Q2 2017, its #325 holding.
  • Geneva Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 17 quarters since.
  • 1,223 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.