Hellman Jordan Management Company’s NextEra Energy NEE Stock Holding History

Hellman Jordan Management Company’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 Q4	–	Sell	-5,940	Closed	-$249K	–	61
2018 Q3	$249K	Sell	5,940 -15,276	-72%	-$650K	0.18%	44
2018 Q2	$886K	Buy	21,216 +8,000	+61%	+$323K	0.71%	29
2018 Q1	$540K	Buy	+13,216	New	+$510K	0.89%	34

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hellman Jordan Management Company's NEE Position: Q4 2018 in Review

Hellman Jordan Management Company sold out of NextEra Energy (NEE) in Q4 2018, closing a stake of 5,940 shares — an estimated $249K sold.

Hellman Jordan Management Company first reported a position in NEE in Q1 2018 and held it in 3 quarters. The position peaked at $886K in Q2 2018. 1,547 funds tracked by Wall St. Rank hold NEE as of Q4 2018.

Hellman Jordan Management Company reported no remaining NextEra Energy position as of Q4 2018 after selling out during the quarter.
Hellman Jordan Management Company sold 5,940 NextEra Energy shares in Q4 2018, an estimated $249K.
Hellman Jordan Management Company first reported a position in NextEra Energy in Q1 2018 and held it in 3 quarters.
Hellman Jordan Management Company's NextEra Energy position peaked at $886K in Q2 2018.
1,547 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2018.

Based on Hellman Jordan Management Company's 13F filing for Q4 2018, filed 6 Feb 2019.