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Gerstein Fisher’s NextEra Energy NEE Stock Holding History

Gerstein Fisher’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
Q3 		$613K Sell
20,052
-136
-0.7% -$4.29K 0.08% 219
2016
Q2 		$658K Buy
20,188
+1,300
+7% +$39K 0.09% 194
2016
Q1 		$559K Buy
18,888
+1,404
+8% +$39.4K 0.08% 208
2015
Q4 		$454K Buy
17,484
+368
+2% +$9.31K 0.06% 242
2015
Q3 		$417K Sell
17,116
-2,180
-11% -$55.4K 0.06% 256
2015
Q2 		$473K Buy
19,296
+324
+2% +$8.24K 0.08% 248
2015
Q1 		$493K Buy
18,972
+1,968
+12% +$51.9K 0.08% 233
2014
Q4 		$452K Sell
17,004
-1,144
-6% -$28.9K 0.07% 238
2014
Q3 		$426K Buy
18,148
+1,476
+9% +$35.6K 0.07% 226
2014
Q2 		$427K Buy
16,672
+16
+0.1% +$389 0.08% 203
2014
Q1 		$398K Sell
16,656
-17,920
-52% -$406K 0.08% 201
2013
Q4 		$740K Buy
34,576
+22,268
+181% +$469K 0.03% 333
2013
Q3 		$247K Buy
12,308
+180
+1% +$3.71K 0.05% 304
2013
Q2 		$247K Buy
+12,128
New +$241K 0.06% 268

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Gerstein Fisher's NEE Position: Q3 2016 in Review

Gerstein Fisher reduced its NextEra Energy (NEE) stake by 0.67% in Q3 2016, selling an estimated $4.29K and leaving 20,052 shares worth $613K. The position accounts for 0.08% of the portfolio, ranked #219.

Gerstein Fisher first reported a position in NEE in Q2 2013 and has held it in 14 quarters since. The position peaked at $740K in Q4 2013. 1,144 funds tracked by Wall St. Rank hold NEE as of Q3 2016.

  • Gerstein Fisher held 20,052 shares of NextEra Energy worth $613K as of Q3 2016.
  • Gerstein Fisher sold 136 NextEra Energy shares in Q3 2016, an estimated $4.29K.
  • NextEra Energy made up 0.08% of Gerstein Fisher's portfolio in Q3 2016, its #219 holding.
  • Gerstein Fisher first reported a position in NextEra Energy in Q2 2013 and has held it in 14 quarters since.
  • Gerstein Fisher's NextEra Energy position peaked at $740K in Q4 2013.
  • 1,144 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.