IronBridge Capital Management’s NextEra Energy NEE Stock Holding History

IronBridge Capital Management’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	$731K	Buy	22,780 +2,400	+12%	+$75.5K	0.04%	166
2016 Q4	$609K	Hold	20,380	–	–	0.03%	157
2016 Q3	$623K	Hold	20,380	–	–	0.03%	154
2016 Q2	$664K	Hold	20,380	–	–	0.03%	156
2016 Q1	$603K	Sell	20,380 -22,844	-53%	-$641K	0.02%	154
2015 Q4	$1.12M	Hold	43,224	–	–	0.04%	153
2015 Q3	$1.05M	Hold	43,224	–	–	0.04%	159
2015 Q2	$1.06M	Hold	43,224	–	–	0.03%	160
2015 Q1	$1.12M	Hold	43,224	–	–	0.03%	163
2014 Q4	$1.15M	Buy	43,224 +5,280	+14%	+$133K	0.03%	169
2014 Q3	$891K	Buy	37,944 +6,240	+20%	+$151K	0.02%	178
2014 Q2	$812K	Hold	31,704	–	–	0.02%	179
2014 Q1	$758K	Hold	31,704	–	–	0.02%	187
2013 Q4	$679K	Sell	31,704 -1,736	-5%	-$36.6K	0.01%	190
2013 Q3	$670K	Hold	33,440	–	–	0.01%	206
2013 Q2	$681K	Buy	+33,440	New	+$663K	0.01%	200

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IronBridge Capital Management's NEE Position: Q1 2017 in Review

IronBridge Capital Management increased its NextEra Energy (NEE) stake by 12% in Q1 2017, buying an estimated $75.5K and bringing the position to 22,780 shares worth $731K. The position accounts for 0.04% of the portfolio, ranked #166.

IronBridge Capital Management first reported a position in NEE in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.15M in Q4 2014. 1,208 funds tracked by Wall St. Rank hold NEE as of Q1 2017.

IronBridge Capital Management held 22,780 shares of NextEra Energy worth $731K as of Q1 2017.
IronBridge Capital Management bought 2,400 NextEra Energy shares in Q1 2017, an estimated $75.5K.
NextEra Energy made up 0.04% of IronBridge Capital Management's portfolio in Q1 2017, its #166 holding.
IronBridge Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 16 quarters since.
IronBridge Capital Management's NextEra Energy position peaked at $1.15M in Q4 2014.
1,208 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2017.

Based on IronBridge Capital Management's 13F filing for Q1 2017, filed 10 May 2017.