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Intellectus Partners’s NEXTERA ENERGY CAPITAL HOLDINGS, INC. NEE.PRJ Stock Holding History

Intellectus Partners’s Portfolio NEE.PRJ Stock Details NEE.PRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-535
Closed -$13K – 794
2017
Q3 		$13K Hold
535
– – 0.01% 594
2017
Q2 		$14K Buy
535
+62
+13% +$1.55K 0.01% 557
2017
Q1 		$12K Buy
473
+92
+24% +$2.15K 0.01% 520
2016
Q4 		$8K Buy
+381
New +$8.99K ﹤0.01% 548

Other funds holding NEE.PRJ

WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.08B AUM 14.48% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
PT
Plimoth Trust Plymouth, Massachusetts $501M AUM 35.9% 1-Year Est. Return
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Intellectus Partners's NEE.PRJ Position: Q4 2017 in Review

Intellectus Partners sold out of NEXTERA ENERGY CAPITAL HOLDINGS, INC. (NEE.PRJ) in Q4 2017, closing a stake of 535 shares — an estimated $13K sold.

Intellectus Partners first reported a position in NEE.PRJ in Q4 2016 and held it in 4 quarters. The position peaked at $14K in Q2 2017. 7 funds tracked by Wall St. Rank hold NEE.PRJ as of Q4 2017.

  • Intellectus Partners reported no remaining NEXTERA ENERGY CAPITAL HOLDINGS, INC. position as of Q4 2017 after selling out during the quarter.
  • Intellectus Partners sold 535 NEXTERA ENERGY CAPITAL HOLDINGS, INC. shares in Q4 2017, an estimated $13K.
  • Intellectus Partners first reported a position in NEXTERA ENERGY CAPITAL HOLDINGS, INC. in Q4 2016 and held it in 4 quarters.
  • Intellectus Partners's NEXTERA ENERGY CAPITAL HOLDINGS, INC. position peaked at $14K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held NEXTERA ENERGY CAPITAL HOLDINGS, INC. as of Q4 2017.

Based on Intellectus Partners's 13F filing for Q4 2017, filed 13 Feb 2018.