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Investment Centers of America’s NextEra Energy NEE Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-50,632
Closed -$1.86M – 318
2017
Q3 		$1.86M Buy
50,632
+384
+0.8% +$14.1K 0.14% 147
2017
Q2 		$1.76M Sell
50,248
-3,012
-6% -$103K 0.13% 154
2017
Q1 		$1.71M Sell
53,260
-1,600
-3% -$50.3K 0.13% 148
2016
Q4 		$1.64M Buy
54,860
+6,784
+14% +$203K 0.14% 147
2016
Q3 		$1.47M Buy
48,076
+13,584
+39% +$428K 0.15% 140
2016
Q2 		$1.13M Sell
34,492
-3,124
-8% -$93.8K 0.13% 157
2016
Q1 		$1.12M Buy
37,616
+6,292
+20% +$177K 0.12% 162
2015
Q4 		$814K Buy
31,324
+6,460
+26% +$163K 0.11% 184
2015
Q3 		$609K Buy
24,864
+6,984
+39% +$178K 0.09% 211
2015
Q2 		$441K Sell
17,880
-1,416
-7% -$36K 0.07% 263
2015
Q1 		$503K Sell
19,296
-7,932
-29% -$209K 0.07% 258
2014
Q4 		$725K Sell
27,228
-1,208
-4% -$30.5K 0.16% 152
2014
Q3 		$665K Buy
28,436
+1,976
+7% +$47.7K 0.12% 186
2014
Q2 		$672K Sell
26,460
-2,692
-9% -$65.5K 0.15% 151
2014
Q1 		$583K Buy
29,152
+11,268
+63% +$255K 0.12% 179
2013
Q4 		$357K Sell
17,884
-11,268
-39% -$238K 0.17% 152
2013
Q3 		$583K Buy
29,152
+12,488
+75% +$258K 0.12% 180
2013
Q2 		$336K Buy
+16,664
New +$331K 0.09% 201

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 $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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Investment Centers of America's NEE Position: Q4 2017 in Review

Investment Centers of America sold out of NextEra Energy (NEE) in Q4 2017, closing a stake of 50,632 shares — an estimated $1.86M sold.

Investment Centers of America first reported a position in NEE in Q2 2013 and held it in 18 quarters. The position peaked at $1.86M in Q3 2017. 1,383 funds tracked by Wall St. Rank hold NEE as of Q4 2017.

  • Investment Centers of America reported no remaining NextEra Energy position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 50,632 NextEra Energy shares in Q4 2017, an estimated $1.86M.
  • Investment Centers of America first reported a position in NextEra Energy in Q2 2013 and held it in 18 quarters.
  • Investment Centers of America's NextEra Energy position peaked at $1.86M in Q3 2017.
  • 1,383 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.