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Madison Investment Holdings’s NextEra Energy NEE Stock Holding History

Madison Investment Holdings’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
Q3 		$28M Buy
481,536
+19,800
+4% +$1.07M 0.46% 76
2019
Q2 		$23.6M Buy
461,736
+8,772
+2% +$432K 0.42% 83
2019
Q1 		$21.9M Buy
452,964
+7,736
+2% +$354K 0.4% 88
2018
Q4 		$19.3M Sell
445,228
-1,800
-0.4% -$78.7K 0.39% 93
2018
Q3 		$18.7M Buy
447,028
+4,580
+1% +$195K 0.32% 113
2018
Q2 		$18.5M Sell
442,448
-6,096
-1% -$246K 0.33% 101
2018
Q1 		$18.3M Buy
448,544
+1,304
+0.3% +$50.3K 0.33% 103
2017
Q4 		$17.5M Sell
447,240
-39,236
-8% -$1.51M 0.3% 114
2017
Q3 		$17.8M Sell
486,476
-17,268
-3% -$633K 0.32% 103
2017
Q2 		$17.6M Buy
503,744
+5,116
+1% +$175K 0.33% 105
2017
Q1 		$16M Sell
498,628
-11,156
-2% -$351K 0.3% 108
2016
Q4 		$15.2M Sell
509,784
-217,436
-30% -$6.5M 0.3% 108
2016
Q3 		$22.2M Buy
727,220
+1,944
+0.3% +$61.2K 0.44% 83
2016
Q2 		$23.6M Buy
725,276
+26,932
+4% +$809K 0.49% 74
2016
Q1 		$20.7M Buy
698,344
+676,632
+3,116% +$19M 0.44% 82
2015
Q4 		$564K Buy
21,712
+7,168
+49% +$181K 0.01% 197
2015
Q3 		$355K Buy
14,544
+5,204
+56% +$132K 0.01% 212
2015
Q2 		$229K Buy
9,340
+540
+6% +$13.7K ﹤0.01% 228
2015
Q1 		$229K Buy
+8,800
New +$232K ﹤0.01% 224

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Madison Investment Holdings's NEE Position: Q3 2019 in Review

Madison Investment Holdings increased its NextEra Energy (NEE) stake by 4.3% in Q3 2019, buying an estimated $1.07M and bringing the position to 481,536 shares worth $28M. The position accounts for 0.46% of the portfolio, ranked #76.

Madison Investment Holdings first reported a position in NEE in Q1 2015 and has held it in 19 quarters since. 1,636 funds tracked by Wall St. Rank hold NEE as of Q3 2019.

  • Madison Investment Holdings held 481,536 shares of NextEra Energy worth $28M as of Q3 2019.
  • Madison Investment Holdings bought 19,800 NextEra Energy shares in Q3 2019, an estimated $1.07M.
  • NextEra Energy made up 0.46% of Madison Investment Holdings's portfolio in Q3 2019, its #76 holding.
  • Madison Investment Holdings first reported a position in NextEra Energy in Q1 2015 and has held it in 19 quarters since.
  • 1,636 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2019.

Based on Madison Investment Holdings's 13F filing for Q3 2019, filed 13 Nov 2019.