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Liberty Mutual Group Asset Management’s NextEra Energy NEE Stock Holding History

Liberty Mutual Group Asset Management’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
Q4 		– Sell
-75,376
Closed -$3.16M – 525
2018
Q3 		$3.16M Sell
75,376
-5,600
-7% -$238K 0.07% 93
2018
Q2 		$3.38M Buy
80,976
+740
+0.9% +$29.9K 0.09% 84
2018
Q1 		$3.28M Hold
80,236
– – 0.1% 90
2017
Q4 		$3.13M Sell
80,236
-1,196
-1% -$46.2K 0.09% 92
2017
Q3 		$2.98M Sell
81,432
-40,284
-33% -$1.48M 0.16% 98
2017
Q2 		$4.26M Buy
121,716
+19,552
+19% +$668K 0.17% 95
2017
Q1 		$3.28M Sell
102,164
-35,512
-26% -$1.12M 0.13% 156
2016
Q4 		$4.11M Buy
137,676
+14,660
+12% +$438K 0.15% 116
2016
Q3 		$3.76M Sell
123,016
-4,056
-3% -$128K 0.13% 128
2016
Q2 		$4.14M Buy
127,072
+8,768
+7% +$263K 0.15% 102
2016
Q1 		$3.5M Buy
118,304
+8,320
+8% +$234K 0.15% 123
2015
Q4 		$2.86M Buy
109,984
+10,144
+10% +$257K 0.11% 233
2015
Q3 		$2.44M Buy
99,840
+2,020
+2% +$51.4K 0.09% 239
2015
Q2 		$2.4M Sell
97,820
-36,476
-27% -$927K 0.08% 290
2015
Q1 		$3.49M Buy
134,296
+2,572
+2% +$67.8K 0.11% 189
2014
Q4 		$3.5M Buy
131,724
+6,588
+5% +$166K 0.11% 188
2014
Q3 		$2.94M Sell
125,136
-2,316
-2% -$55.9K 0.1% 242
2014
Q2 		$3.27M Sell
127,452
-3,084
-2% -$75K 0.1% 192
2014
Q1 		$3.12M Buy
130,536
+13,408
+11% +$304K 0.1% 190
2013
Q4 		$2.51M Buy
117,128
+14,564
+14% +$307K 0.09% 239
2013
Q3 		$2.06M Buy
102,564
+21,416
+26% +$442K 0.08% 287
2013
Q2 		$1.65M Buy
+81,148
New +$1.61M 0.06% 386

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Liberty Mutual Group Asset Management's NEE Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of NextEra Energy (NEE) in Q4 2018, closing a stake of 75,376 shares — an estimated $3.16M sold.

Liberty Mutual Group Asset Management first reported a position in NEE in Q2 2013 and held it in 22 quarters. The position peaked at $4.26M in Q2 2017. 1,548 funds tracked by Wall St. Rank hold NEE as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining NextEra Energy position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 75,376 NextEra Energy shares in Q4 2018, an estimated $3.16M.
  • Liberty Mutual Group Asset Management first reported a position in NextEra Energy in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's NextEra Energy position peaked at $4.26M in Q2 2017.
  • 1,548 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.