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J. Goldman & Co’s NextEra Energy NEE Stock Holding History

J. Goldman & Co’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
2026
Q1 		– Sell
-40,000
Closed -$3.21M – 812
2025
Q4 		$3.21M Buy
+40,000
New +$3.31M 0.08% 256
2014
Q4 		– Sell
-30,000
Closed -$704K – 251
2014
Q3 		$704K Buy
+30,000
New +$724K 0.04% 232
2014
Q2 		– Sell
-24,400
Closed -$583K – 284
2014
Q1 		$583K Hold
24,400
– – 0.04% 224
2013
Q4 		$522K Buy
+24,400
New +$514K 0.07% 185

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

J. Goldman & Co's NEE Position: Q3 2015 in Review

J. Goldman & Co sold out of NextEra Energy (NEE) in Q3 2015, closing a stake of 114,692 shares — an estimated $2.81M sold.

J. Goldman & Co first reported a position in NEE in Q4 2013 and held it in 7 quarters. The position peaked at $8.66M in Q2 2014. 1,078 funds tracked by Wall St. Rank hold NEE as of Q3 2015.

  • J. Goldman & Co reported no remaining NextEra Energy position as of Q3 2015 after selling out during the quarter.
  • J. Goldman & Co sold 114,692 NextEra Energy shares in Q3 2015, an estimated $2.81M.
  • J. Goldman & Co first reported a position in NextEra Energy in Q4 2013 and held it in 7 quarters.
  • J. Goldman & Co's NextEra Energy position peaked at $8.66M in Q2 2014.
  • 1,078 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2015.

Based on J. Goldman & Co's 13F filing for Q3 2015, filed 16 Nov 2015.