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HL Financial Services’s NextEra Energy NEE Stock Holding History

HL Financial Services’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
Q1 		$14.6M Buy
301,716
+85,928
+40% +$3.93M 0.22% 66
2018
Q4 		$9.38M Buy
215,788
+2,468
+1% +$108K 0.16% 87
2018
Q3 		$8.94M Buy
213,320
+20,392
+11% +$868K 0.14% 97
2018
Q2 		$8.06M Buy
192,928
+10,392
+6% +$420K 0.14% 95
2018
Q1 		$7.45M Sell
182,536
-4,892
-3% -$189K 0.13% 100
2017
Q4 		$7.32M Sell
187,428
-6,196
-3% -$239K 0.14% 92
2017
Q3 		$7.09M Buy
193,624
+4,088
+2% +$150K 0.14% 98
2017
Q2 		$6.64M Buy
189,536
+4,212
+2% +$144K 0.13% 98
2017
Q1 		$5.95M Buy
185,324
+2,060
+1% +$64.8K 0.12% 102
2016
Q4 		$5.47M Buy
183,264
+2,320
+1% +$69.3K 0.12% 110
2016
Q3 		$5.53M Buy
180,944
+264
+0.1% +$8.32K 0.13% 109
2016
Q2 		$5.89M Buy
180,680
+1,012
+0.6% +$30.4K 0.14% 98
2016
Q1 		$5.32M Buy
179,668
+8,316
+5% +$233K 0.13% 103
2015
Q4 		$4.45M Buy
171,352
+14,540
+9% +$368K 0.11% 114
2015
Q3 		$3.82M Buy
156,812
+10,488
+7% +$267K 0.11% 119
2015
Q2 		$3.59M Buy
146,324
+19,352
+15% +$492K 0.1% 138
2015
Q1 		$3.3M Buy
126,972
+6,188
+5% +$163K 0.09% 144
2014
Q4 		$3.21M Buy
120,784
+13,860
+13% +$350K 0.09% 140
2014
Q3 		$2.51M Buy
106,924
+2,424
+2% +$58.5K 0.07% 170
2014
Q2 		$2.68M Sell
104,500
-5,884
-5% -$143K 0.08% 165
2014
Q1 		$2.64M Sell
110,384
-43,724
-28% -$991K 0.08% 160
2013
Q4 		$3.3M Buy
154,108
+21,716
+16% +$458K 0.1% 134
2013
Q3 		$2.65M Buy
132,392
+18,440
+16% +$381K 0.09% 145
2013
Q2 		$2.32M Buy
+113,952
New +$2.26M 0.09% 141

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HL Financial Services's NEE Position: Q1 2019 in Review

HL Financial Services increased its NextEra Energy (NEE) stake by 40% in Q1 2019, buying an estimated $3.93M and bringing the position to 301,716 shares worth $14.6M. The position accounts for 0.22% of the portfolio, ranked #66.

HL Financial Services first reported a position in NEE in Q2 2013 and has held it in 24 quarters since. 1,586 funds tracked by Wall St. Rank hold NEE as of Q1 2019.

  • HL Financial Services held 301,716 shares of NextEra Energy worth $14.6M as of Q1 2019.
  • HL Financial Services bought 85,928 NextEra Energy shares in Q1 2019, an estimated $3.93M.
  • NextEra Energy made up 0.22% of HL Financial Services's portfolio in Q1 2019, its #66 holding.
  • HL Financial Services first reported a position in NextEra Energy in Q2 2013 and has held it in 24 quarters since.
  • 1,586 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.