Lau Associates’s NextEra Energy NEE Stock Holding History

Lau Associates’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	$424K	Hold	7,000	–	–	0.21%	71
2019 Q3	$408K	Buy	7,000 +2,360	+51%	+$128K	0.22%	70
2019 Q2	$238K	Buy	+4,640	New	+$228K	0.11%	84

Other funds holding NEE

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lau Associates's NEE Position: Q4 2019 in Review

Lau Associates held its NextEra Energy (NEE) position steady in Q4 2019 at 7,000 shares worth $424K. The position accounts for 0.21% of the portfolio, ranked #71.

Lau Associates first reported a position in NEE in Q2 2019 and has held it in 3 quarters since. 1,784 funds tracked by Wall St. Rank hold NEE as of Q4 2019.

Lau Associates held 7,000 shares of NextEra Energy worth $424K as of Q4 2019.
Lau Associates left its NextEra Energy share count unchanged in Q4 2019.
NextEra Energy made up 0.21% of Lau Associates's portfolio in Q4 2019, its #71 holding.
Lau Associates first reported a position in NextEra Energy in Q2 2019 and has held it in 3 quarters since.
1,784 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2019.

Based on Lau Associates's 13F filing for Q4 2019, filed 5 Feb 2020.