Hirtle Callaghan & Co’s NextEra Energy NEE Stock Holding History

Hirtle Callaghan & Co’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
2019 Q2	–	Sell	-148	Closed	-$7K	–	66
2019 Q1	$7K	Buy	+148	New	+$6.77K	﹤0.01%	44
2018 Q2	–	Sell	-148	Closed	-$6K	–	127
2018 Q1	$6K	Hold	148	–	–	﹤0.01%	106
2017 Q4	$6K	Buy	+148	New	+$5.71K	﹤0.01%	122
2016 Q4	–	Sell	-2,080	Closed	-$64K	–	186
2016 Q3	$64K	Buy	+2,080	New	+$65.5K	0.01%	123
2016 Q1	–	Sell	-9,724	Closed	-$253K	–	181
2015 Q4	$253K	Hold	9,724	–	–	0.06%	38
2015 Q3	$237K	Buy	+9,724	New	+$247K	0.04%	58
2015 Q1	–	Sell	-4,000	Closed	-$106K	–	252
2014 Q4	$106K	Hold	4,000	–	–	0.02%	232
2014 Q3	$94K	Hold	4,000	–	–	0.02%	245
2014 Q2	$102K	Hold	4,000	–	–	0.01%	286
2014 Q1	$96K	Hold	4,000	–	–	0.02%	291
2013 Q4	$86K	Hold	4,000	–	–	0.01%	290
2013 Q3	$80K	Buy	+4,000	New	+$82.6K	0.01%	297

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

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

Fidelity Investments

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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