Lomas Capital Management’s NextEra Energy NEE Stock Holding History

Lomas Capital 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
2019 Q1	–	Sell	-987,436	Closed	-$42.9M	–	38
2018 Q4	$42.9M	Buy	987,436 +96,420	+11%	+$4.22M	5.7%	6
2018 Q3	$37.3M	Buy	891,016 +112,400	+14%	+$4.78M	5.29%	6
2018 Q2	$32.5M	Buy	778,616 +53,496	+7%	+$2.16M	5.64%	8
2018 Q1	$29.6M	Buy	725,120 +223,056	+44%	+$8.6M	4.8%	10
2017 Q4	$19.6M	Buy	502,064 +61,060	+14%	+$2.36M	3.95%	14
2017 Q3	$16.2M	Buy	+441,004	New	+$16.2M	3.23%	11

Other funds holding NEE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lomas Capital Management's NEE Position: Q1 2019 in Review

Lomas Capital Management sold out of NextEra Energy (NEE) in Q1 2019, closing a stake of 987,436 shares — an estimated $42.9M sold.

Lomas Capital Management first reported a position in NEE in Q3 2017 and held it in 6 quarters. The position peaked at $42.9M in Q4 2018. 1,586 funds tracked by Wall St. Rank hold NEE as of Q1 2019.

Lomas Capital Management reported no remaining NextEra Energy position as of Q1 2019 after selling out during the quarter.
Lomas Capital Management sold 987,436 NextEra Energy shares in Q1 2019, an estimated $42.9M.
Lomas Capital Management first reported a position in NextEra Energy in Q3 2017 and held it in 6 quarters.
Lomas Capital Management's NextEra Energy position peaked at $42.9M in Q4 2018.
1,586 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2019.

Based on Lomas Capital Management's 13F filing for Q1 2019, filed 15 May 2019.