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Jet Capital Investors’s NextEra Energy NEE Stock Holding History

Jet Capital Investors’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
2014
Q4 		– Sell
-800,000
Closed -$18.8M – 58
2014
Q3 		$18.8M Buy
+800,000
New +$19.3M 0.69% 33
2014
Q2 		– Sell
-400,000
Closed -$9.56M – 50
2014
Q1 		$9.56M Hold
400,000
– – 0.64% 29
2013
Q4 		$8.56M Buy
+400,000
New +$8.43M 0.54% 28

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 $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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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

Jet Capital Investors's NEE Position: Q3 2015 in Review

Jet Capital Investors sold out of NextEra Energy (NEE) in Q3 2015, closing a stake of 3,143,264 shares — an estimated $77M sold.

Jet Capital Investors first reported a position in NEE in Q4 2013 and held it in 7 quarters. The position peaked at $224M in Q3 2014. 1,079 funds tracked by Wall St. Rank hold NEE as of Q3 2015.

  • Jet Capital Investors reported no remaining NextEra Energy position as of Q3 2015 after selling out during the quarter.
  • Jet Capital Investors sold 3,143,264 NextEra Energy shares in Q3 2015, an estimated $77M.
  • Jet Capital Investors first reported a position in NextEra Energy in Q4 2013 and held it in 7 quarters.
  • Jet Capital Investors's NextEra Energy position peaked at $224M in Q3 2014.
  • 1,079 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2015.

Based on Jet Capital Investors's 13F filing for Q3 2015, filed 16 Nov 2015.