IRS
NEE icon

Invictus RG (Singapore)’s NextEra Energy NEE Stock Holding History

Invictus RG (Singapore)’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
2015
Q2 		– Sell
-400
Closed -$10K – 682
2015
Q1 		$10K Buy
+400
New +$10.6K 0.01% 544
2014
Q4 		– Sell
-724
Closed -$17K – 684
2014
Q3 		$17K Sell
724
-5,992
-89% -$145K 0.02% 480
2014
Q2 		$172K Sell
6,716
-788
-11% -$19.2K 0.18% 208
2014
Q1 		$179K Buy
+7,504
New +$170K 0.21% 185

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invictus RG (Singapore)'s NEE Position: Q2 2015 in Review

Invictus RG (Singapore) sold out of NextEra Energy (NEE) in Q2 2015, closing a stake of 400 shares — an estimated $10K sold.

Invictus RG (Singapore) first reported a position in NEE in Q1 2014 and held it in 4 quarters. The position peaked at $179K in Q1 2014. 1,040 funds tracked by Wall St. Rank hold NEE as of Q2 2015.

  • Invictus RG (Singapore) reported no remaining NextEra Energy position as of Q2 2015 after selling out during the quarter.
  • Invictus RG (Singapore) sold 400 NextEra Energy shares in Q2 2015, an estimated $10K.
  • Invictus RG (Singapore) first reported a position in NextEra Energy in Q1 2014 and held it in 4 quarters.
  • Invictus RG (Singapore)'s NextEra Energy position peaked at $179K in Q1 2014.
  • 1,040 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2015.

Based on Invictus RG (Singapore)'s 13F filing for Q2 2015, filed 13 Aug 2015.