IberiaBank’s NextEra Energy NEE Stock Holding History

IberiaBank’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
2020 Q2	$6.87M	Sell	114,444 -12,120	-10%	-$725K	0.81%	41
2020 Q1	$7.61M	Sell	126,564 -101,904	-45%	-$6.41M	1%	30
2019 Q4	$13.8M	Sell	228,468 -152	-0.1%	-$8.88K	1.45%	16
2019 Q3	$13.3M	Sell	228,620 -6,160	-3%	-$333K	1.54%	16
2019 Q2	$12M	Sell	234,780 -41,808	-15%	-$2.06M	1.32%	23
2019 Q1	$13.4M	Buy	276,588 +62,744	+29%	+$2.87M	1.55%	15
2018 Q4	$9.29M	Buy	213,844 +97,084	+83%	+$4.25M	1.21%	21
2018 Q3	$4.89M	Buy	116,760 +68,748	+143%	+$2.93M	0.61%	50
2018 Q2	$2M	Buy	48,012 +2,028	+4%	+$81.9K	0.35%	94
2018 Q1	$1.88M	Buy	45,984 +13,764	+43%	+$531K	0.37%	95
2017 Q4	$1.26M	Buy	+32,220	New	+$1.24M	0.2%	129

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Norges Bank Oslo, Norway $935B AUM

IberiaBank's NEE Position: Q2 2020 in Review

IberiaBank reduced its NextEra Energy (NEE) stake by 9.6% in Q2 2020, selling an estimated $725K and leaving 114,444 shares worth $6.87M. The position accounts for 0.81% of the portfolio, ranked #41.

IberiaBank first reported a position in NEE in Q4 2017 and has held it in 11 quarters since. The position peaked at $13.8M in Q4 2019. 1,842 funds tracked by Wall St. Rank hold NEE as of Q2 2020.

IberiaBank held 114,444 shares of NextEra Energy worth $6.87M as of Q2 2020.
IberiaBank sold 12,120 NextEra Energy shares in Q2 2020, an estimated $725K.
NextEra Energy made up 0.81% of IberiaBank's portfolio in Q2 2020, its #41 holding.
IberiaBank first reported a position in NextEra Energy in Q4 2017 and has held it in 11 quarters since.
IberiaBank's NextEra Energy position peaked at $13.8M in Q4 2019.
1,842 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.