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Ladenburg Thalmann Financial Services’s NextEra Energy NEE Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$22.7M Buy
414,584
+31,832
+8% +$1.86M 0.14% 156
2019
Q3 		$22.3M Buy
382,752
+23,428
+7% +$1.27M 0.15% 145
2019
Q2 		$18.4M Buy
359,324
+12,036
+3% +$592K 0.13% 161
2019
Q1 		$16.7M Buy
347,288
+26,060
+8% +$1.19M 0.13% 169
2018
Q4 		$13.9M Buy
321,228
+72,212
+29% +$3.16M 0.13% 168
2018
Q3 		$10.4M Buy
249,016
+7,124
+3% +$303K 0.09% 207
2018
Q2 		$9.87M Hold
241,892
– – 0.09% 207
2018
Q1 		$9.87M Buy
241,892
+27,248
+13% +$1.05M 0.09% 207
2017
Q4 		$8.38M Buy
214,644
+23,588
+12% +$911K 0.08% 236
2017
Q3 		$7M Buy
191,056
+18,544
+11% +$679K 0.08% 243
2017
Q2 		$6.05M Sell
172,512
-240
-0.1% -$8.2K 0.07% 257
2017
Q1 		$5.52M Sell
172,752
-15,448
-8% -$486K 0.07% 251
2016
Q4 		$5.62M Buy
188,200
+1,144
+0.6% +$34.2K 0.08% 233
2016
Q3 		$5.71M Buy
187,056
+7,416
+4% +$234K 0.09% 224
2016
Q2 		$5.83M Buy
179,640
+25,100
+16% +$754K 0.09% 205
2016
Q1 		$4.56M Buy
154,540
+20,632
+15% +$579K 0.08% 231
2015
Q4 		$3.48M Sell
133,908
-7,112
-5% -$180K 0.06% 273
2015
Q3 		$3.44M Buy
141,020
+5,760
+4% +$146K 0.07% 266
2015
Q2 		$3.32M Buy
135,260
+3,168
+2% +$80.5K 0.06% 309
2015
Q1 		$3.44M Buy
132,092
+8,600
+7% +$227K 0.07% 288
2014
Q4 		$3.28M Buy
123,492
+43,468
+54% +$1.1M 0.07% 243
2014
Q3 		$1.88M Sell
80,024
-11,372
-12% -$275K 0.05% 305
2014
Q2 		$2.34M Buy
91,396
+5,576
+6% +$136K 0.06% 257
2014
Q1 		$2.05M Buy
85,820
+2,460
+3% +$55.7K 0.06% 267
2013
Q4 		$1.78M Sell
83,360
-952
-1% -$20.1K 0.06% 280
2013
Q3 		$1.69M Buy
84,312
+520
+0.6% +$10.7K 0.06% 258
2013
Q2 		$1.71M Buy
+83,792
New +$1.66M 0.06% 247

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ladenburg Thalmann Financial Services's NEE Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its NextEra Energy (NEE) stake by 8.3% in Q4 2019, buying an estimated $1.86M and bringing the position to 414,584 shares worth $22.7M. The position accounts for 0.14% of the portfolio, ranked #156.

Ladenburg Thalmann Financial Services first reported a position in NEE in Q2 2013 and has held it in 27 quarters since. 1,784 funds tracked by Wall St. Rank hold NEE as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 414,584 shares of NextEra Energy worth $22.7M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 31,832 NextEra Energy shares in Q4 2019, an estimated $1.86M.
  • NextEra Energy made up 0.14% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #156 holding.
  • Ladenburg Thalmann Financial Services first reported a position in NextEra Energy in Q2 2013 and has held it in 27 quarters since.
  • 1,784 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.