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Lourd Capital’s NextEra Energy NEE Stock Holding History

Lourd Capital’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
-5,204
Closed -$226K – 234
2018
Q4 		$226K Sell
5,204
-512
-9% -$22.4K 0.02% 258
2018
Q3 		$240K Buy
+5,716
New +$243K 0.02% 272
2018
Q1 		– Sell
-6,376
Closed -$249K – 254
2017
Q4 		$249K Buy
+6,376
New +$246K 0.02% 283

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lourd Capital's NEE Position: Q1 2019 in Review

Lourd Capital sold out of NextEra Energy (NEE) in Q1 2019, closing a stake of 5,204 shares — an estimated $226K sold.

Lourd Capital first reported a position in NEE in Q4 2017 and held it in 3 quarters. The position peaked at $249K in Q4 2017. 1,586 funds tracked by Wall St. Rank hold NEE as of Q1 2019.

  • Lourd Capital reported no remaining NextEra Energy position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 5,204 NextEra Energy shares in Q1 2019, an estimated $226K.
  • Lourd Capital first reported a position in NextEra Energy in Q4 2017 and held it in 3 quarters.
  • Lourd Capital's NextEra Energy position peaked at $249K in Q4 2017.
  • 1,586 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.