Loeb Partners Corp’s NextEra Energy NEE Stock Holding History

Loeb Partners Corp’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 Q1	–	Sell	-12,000	Closed	-$522K	–	228
2018 Q4	$522K	Sell	12,000 -16,000	-57%	-$700K	0.24%	86
2018 Q3	$1.17M	Sell	28,000 -16,000	-36%	-$681K	0.43%	60
2018 Q2	$1.84M	Buy	44,000 +16,000	+57%	+$646K	0.46%	60
2018 Q1	$1.14M	Hold	28,000	–	–	0.5%	54
2017 Q4	$1.09M	Hold	28,000	–	–	0.32%	69
2017 Q3	$1.03M	Sell	28,000 -32,000	-53%	-$1.17M	0.31%	76
2017 Q2	$2.1M	Buy	60,000 +32,000	+114%	+$1.09M	0.6%	44
2017 Q1	$899K	Buy	28,000 +8,000	+40%	+$252K	0.27%	85
2016 Q4	$597K	Buy	+20,000	New	+$598K	0.2%	100

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Loeb Partners Corp's NEE Position: Q1 2019 in Review

Loeb Partners Corp sold out of NextEra Energy (NEE) in Q1 2019, closing a stake of 12,000 shares — an estimated $522K sold.

Loeb Partners Corp first reported a position in NEE in Q4 2016 and held it in 9 quarters. The position peaked at $2.1M in Q2 2017. 1,586 funds tracked by Wall St. Rank hold NEE as of Q1 2019.

Loeb Partners Corp reported no remaining NextEra Energy position as of Q1 2019 after selling out during the quarter.
Loeb Partners Corp sold 12,000 NextEra Energy shares in Q1 2019, an estimated $522K.
Loeb Partners Corp first reported a position in NextEra Energy in Q4 2016 and held it in 9 quarters.
Loeb Partners Corp's NextEra Energy position peaked at $2.1M in Q2 2017.
1,586 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2019.

Based on Loeb Partners Corp's 13F filing for Q1 2019, filed 14 May 2019.