IPC
NEE icon

Independent Portfolio Consultants’s NextEra Energy NEE Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-76
Closed -$2K – 880
2016
Q4 		$2K Buy
+76
New +$2.27K ﹤0.01% 753
2015
Q2 		– Sell
-100
Closed -$3K – 978
2015
Q1 		$3K Buy
+100
New +$2.64K ﹤0.01% 815

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Portfolio Consultants's NEE Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of NextEra Energy (NEE) in Q1 2017, closing a stake of 76 shares — an estimated $2K sold.

Independent Portfolio Consultants first reported a position in NEE in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2015. 1,208 funds tracked by Wall St. Rank hold NEE as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining NextEra Energy position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 76 NextEra Energy shares in Q1 2017, an estimated $2K.
  • Independent Portfolio Consultants first reported a position in NextEra Energy in Q1 2015 and held it in 2 quarters.
  • Independent Portfolio Consultants's NextEra Energy position peaked at $3K in Q1 2015.
  • 1,208 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.