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Luminus Management’s NextEra Energy NEE Stock Holding History

Luminus 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
2020
Q1 		– Sell
-689,640
Closed -$41.8M – 119
2019
Q4 		$41.8M Sell
689,640
-881,728
-56% -$51.5M 1.74% 16
2019
Q3 		$91.5M Buy
1,571,368
+1,468,712
+1,431% +$79.5M 2.65% 8
2019
Q2 		$5.26M Buy
+102,656
New +$5.05M 0.13% 83
2018
Q3 		– Sell
-225,516
Closed -$9.42M – 174
2018
Q2 		$9.42M Sell
225,516
-1,101,684
-83% -$44.5M 0.22% 71
2018
Q1 		$54.2M Buy
+1,327,200
New +$51.2M 1.12% 26
2017
Q3 		– Sell
-2,000,000
Closed -$70.1M – 168
2017
Q2 		$70.1M Sell
2,000,000
-170,360
-8% -$5.82M 1.46% 18
2017
Q1 		$69.7M Sell
2,170,360
-2,072,972
-49% -$65.2M 1.8% 12
2016
Q4 		$127M Buy
4,243,332
+2,003,332
+89% +$59.9M 2.85% 6
2016
Q3 		$68.5M Buy
+2,240,000
New +$70.6M 1.75% 17
2016
Q1 		– Sell
-601,612
Closed -$15.6M – 136
2015
Q4 		$15.6M Sell
601,612
-4,910,192
-89% -$124M 0.58% 46
2015
Q3 		$134M Buy
5,511,804
+1,427,632
+35% +$36.3M 4.15% 3
2015
Q2 		$100M Buy
4,084,172
+1,002,152
+33% +$25.5M 3.27% 6
2015
Q1 		$80.2M Sell
3,082,020
-1,242,908
-29% -$32.8M 2.85% 9
2014
Q4 		$115M Buy
4,324,928
+2,057,320
+91% +$51.9M 3.96% 6
2014
Q3 		$53.2M Buy
2,267,608
+415,608
+22% +$10M 1.71% 13
2014
Q2 		$47.4M Buy
1,852,000
+588,000
+47% +$14.3M 1.82% 15
2014
Q1 		$30.2M Buy
+1,264,000
New +$28.6M 1.83% 12

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Luminus Management's NEE Position: Q1 2020 in Review

Luminus Management sold out of NextEra Energy (NEE) in Q1 2020, closing a stake of 689,640 shares — an estimated $41.8M sold.

Luminus Management first reported a position in NEE in Q1 2014 and held it in 17 quarters. The position peaked at $134M in Q3 2015. 1,804 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

  • Luminus Management reported no remaining NextEra Energy position as of Q1 2020 after selling out during the quarter.
  • Luminus Management sold 689,640 NextEra Energy shares in Q1 2020, an estimated $41.8M.
  • Luminus Management first reported a position in NextEra Energy in Q1 2014 and held it in 17 quarters.
  • Luminus Management's NextEra Energy position peaked at $134M in Q3 2015.
  • 1,804 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on Luminus Management's 13F filing for Q1 2020, filed 15 May 2020.