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Lloyds Banking Group’s NextEra Energy NEE Stock Holding History

Lloyds Banking Group’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 		$56K Sell
1,292
-40
-3% -$1.75K 0.78% 31
2018
Q3 		$55K Sell
1,332
-1,564
-54% -$66.6K 0.67% 41
2018
Q2 		$120K Buy
+2,896
New +$117K 0.99% 43
2014
Q4 		– Sell
-6,760
Closed -$158K – 292
2014
Q3 		$158K Sell
6,760
-104
-2% -$2.51K 0.04% 299
2014
Q2 		$175K Sell
6,864
-458,552
-99% -$11.2M 0.04% 280
2014
Q1 		$11.1M Sell
465,416
-6,840
-1% -$155K 0.1% 202
2013
Q4 		$10.1M Buy
472,256
+89,768
+23% +$1.89M 0.09% 211
2013
Q3 		$7.67M Buy
382,488
+92,048
+32% +$1.9M 0.08% 220
2013
Q2 		$5.92M Buy
+290,440
New +$5.76M 0.06% 228

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Lloyds Banking Group's NEE Position: Q4 2018 in Review

Lloyds Banking Group reduced its NextEra Energy (NEE) stake by 3% in Q4 2018, selling an estimated $1.75K and leaving 1,292 shares worth $56K. The position accounts for 0.78% of the portfolio, ranked #31.

Lloyds Banking Group first reported a position in NEE in Q2 2013 and has held it in 9 quarters since. The position peaked at $11.1M in Q1 2014. 1,547 funds tracked by Wall St. Rank hold NEE as of Q4 2018.

  • Lloyds Banking Group held 1,292 shares of NextEra Energy worth $56K as of Q4 2018.
  • Lloyds Banking Group sold 40 NextEra Energy shares in Q4 2018, an estimated $1.75K.
  • NextEra Energy made up 0.78% of Lloyds Banking Group's portfolio in Q4 2018, its #31 holding.
  • Lloyds Banking Group first reported a position in NextEra Energy in Q2 2013 and has held it in 9 quarters since.
  • Lloyds Banking Group's NextEra Energy position peaked at $11.1M in Q1 2014.
  • 1,547 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2018.

Based on Lloyds Banking Group's 13F filing for Q4 2018, filed 11 Feb 2019.