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Herndon Capital Management’s NextEra Energy NEE Stock Holding History

Herndon Capital 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
2016
Q4 		– Sell
-172
Closed -$5K – 434
2016
Q3 		$5K Hold
172
– – ﹤0.01% 257
2016
Q2 		$6K Buy
+172
New +$5.16K ﹤0.01% 234

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Herndon Capital Management's NEE Position: Q4 2016 in Review

Herndon Capital Management sold out of NextEra Energy (NEE) in Q4 2016, closing a stake of 172 shares — an estimated $5K sold.

Herndon Capital Management first reported a position in NEE in Q2 2016 and held it in 2 quarters. The position peaked at $6K in Q2 2016. 1,182 funds tracked by Wall St. Rank hold NEE as of Q4 2016.

  • Herndon Capital Management reported no remaining NextEra Energy position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 172 NextEra Energy shares in Q4 2016, an estimated $5K.
  • Herndon Capital Management first reported a position in NextEra Energy in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's NextEra Energy position peaked at $6K in Q2 2016.
  • 1,182 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.