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Lehman Financial Resources’s NextEra Energy NEE Stock Holding History

Lehman Financial Resources’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
2018
Q3 		$48.3M Buy
1,153,132
+27,156
+2% +$1.16M 22.66% 1
2018
Q2 		$47M Sell
1,125,976
-58,740
-5% -$2.37M 23.7% 1
2018
Q1 		$48.4M Buy
1,184,716
+147,084
+14% +$5.67M 24.78% 1
2017
Q4 		$40.5M Sell
1,037,632
-26,464
-2% -$1.02M 21.05% 1
2017
Q3 		$39M Buy
1,064,096
+6,912
+0.7% +$253K 19.82% 1
2017
Q2 		$37M Sell
1,057,184
-75,364
-7% -$2.58M 20.82% 1
2017
Q1 		$36.3M Buy
1,132,548
+228
+0% +$7.17K 20.1% 1
2016
Q4 		$33.8M Buy
1,132,320
+21,140
+2% +$632K 19.27% 1
2016
Q3 		$34M Sell
1,111,180
-670,024
-38% -$21.1M 19.64% 1
2016
Q2 		$58.1M Buy
1,781,204
+67,320
+4% +$2.02M 29.15% 1
2016
Q1 		$50.7M Sell
1,713,884
-422,272
-20% -$11.9M 27.06% 1
2015
Q4 		$55.5M Sell
2,136,156
-355,892
-14% -$9M 29.9% 1
2015
Q3 		$60.8M Sell
2,492,048
-264,704
-10% -$6.73M 30.94% 1
2015
Q2 		$67.6M Sell
2,756,752
-55,644
-2% -$1.41M 32.72% 1
2015
Q1 		$73.2M Buy
2,812,396
+541,992
+24% +$14.3M 33.62% 1
2014
Q4 		$60.3M Sell
2,270,404
-374,688
-14% -$9.46M 29.61% 1
2014
Q3 		$62.1M Sell
2,645,092
-252,100
-9% -$6.09M 32.39% 1
2014
Q2 		$74.2M Sell
2,897,192
-17,232
-0.6% -$419K 35.36% 1
2014
Q1 		$69.7M Buy
2,914,424
+655,556
+29% +$14.9M 36.03% 1
2013
Q4 		$48.4M Sell
2,258,868
-86,392
-4% -$1.82M 29.88% 1
2013
Q3 		$47M Sell
2,345,260
-240,988
-9% -$4.97M 30.13% 1
2013
Q2 		$52.7M Buy
+2,586,248
New +$51.3M 35.65% 1

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lehman Financial Resources's NEE Position: Q3 2018 in Review

Lehman Financial Resources increased its NextEra Energy (NEE) stake by 2.4% in Q3 2018, buying an estimated $1.16M and bringing the position to 1,153,132 shares worth $48.3M. The position accounts for 22.66% of the portfolio, ranked #1.

Lehman Financial Resources first reported a position in NEE in Q2 2013 and has held it in 22 quarters since. The position peaked at $74.2M in Q2 2014. 1,434 funds tracked by Wall St. Rank hold NEE as of Q3 2018.

  • Lehman Financial Resources held 1,153,132 shares of NextEra Energy worth $48.3M as of Q3 2018.
  • Lehman Financial Resources bought 27,156 NextEra Energy shares in Q3 2018, an estimated $1.16M.
  • NextEra Energy made up 22.66% of Lehman Financial Resources's portfolio in Q3 2018, its #1 holding.
  • Lehman Financial Resources first reported a position in NextEra Energy in Q2 2013 and has held it in 22 quarters since.
  • Lehman Financial Resources's NextEra Energy position peaked at $74.2M in Q2 2014.
  • 1,434 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.