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IFC Holdings’s NextEra Energy NEE Stock Holding History

IFC Holdings’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
Q1 		– Sell
-24,208
Closed -$944K – 278
2017
Q4 		$944K Sell
24,208
-5,908
-20% -$228K 0.06% 207
2017
Q3 		$1.1M Buy
30,116
+1,228
+4% +$45K 0.08% 183
2017
Q2 		$1.01M Buy
28,888
+1,000
+4% +$34.2K 0.08% 183
2017
Q1 		$898K Sell
27,888
-604
-2% -$19K 0.08% 170
2016
Q4 		$851K Sell
28,492
-960
-3% -$28.7K 0.08% 166
2016
Q3 		$898K Sell
29,452
-2,332
-7% -$73.5K 0.09% 153
2016
Q2 		$1.03M Sell
31,784
-232
-0.7% -$6.96K 0.12% 122
2016
Q1 		$951K Buy
32,016
+272
+0.9% +$7.63K 0.12% 119
2015
Q4 		$823K Sell
31,744
-16
-0.1% -$405 0.11% 139
2015
Q3 		$785K Sell
31,760
-284
-0.9% -$7.22K 0.12% 129
2015
Q2 		$792K Buy
32,044
+380
+1% +$9.66K 0.11% 148
2015
Q1 		$819K Sell
31,664
-1,040
-3% -$27.4K 0.12% 143
2014
Q4 		$893K Buy
32,704
+3,568
+12% +$90.1K 0.15% 139
2014
Q3 		$683K Buy
29,136
+9,628
+49% +$232K 0.12% 147
2014
Q2 		$493K Buy
19,508
+8,136
+72% +$198K 0.09% 183
2014
Q1 		$271K Sell
11,372
-9,508
-46% -$215K 0.06% 246
2013
Q4 		$441K Buy
20,880
+16
+0.1% +$337 0.09% 199
2013
Q3 		$420K Buy
20,864
+4,024
+24% +$83.1K 0.09% 217
2013
Q2 		$344K Buy
+16,840
New +$334K 0.08% 231

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFC Holdings's NEE Position: Q1 2018 in Review

IFC Holdings sold out of NextEra Energy (NEE) in Q1 2018, closing a stake of 24,208 shares — an estimated $944K sold.

IFC Holdings first reported a position in NEE in Q2 2013 and held it in 19 quarters. The position peaked at $1.1M in Q3 2017. 1,417 funds tracked by Wall St. Rank hold NEE as of Q1 2018.

  • IFC Holdings reported no remaining NextEra Energy position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 24,208 NextEra Energy shares in Q1 2018, an estimated $944K.
  • IFC Holdings first reported a position in NextEra Energy in Q2 2013 and held it in 19 quarters.
  • IFC Holdings's NextEra Energy position peaked at $1.1M in Q3 2017.
  • 1,417 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.