MB Financial Bank - Trust Department’s NextEra Energy NEE Stock Holding History

MB Financial Bank - Trust Department’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	$7K	Buy	+136	New	+$6.22K	﹤0.01%	305
2018 Q4	–	Sell	-420	Closed	-$18K	–	394
2018 Q3	$18K	Hold	420	–	–	﹤0.01%	310
2018 Q2	$18K	Hold	420	–	–	﹤0.01%	295
2018 Q1	$17K	Sell	420 -152	-27%	-$5.86K	﹤0.01%	279
2017 Q4	$22K	Buy	572 +420	+276%	+$16.2K	﹤0.01%	283
2017 Q3	$6K	Hold	152	–	–	﹤0.01%	337
2017 Q2	$5K	Hold	152	–	–	﹤0.01%	344
2017 Q1	$5K	Buy	+152	New	+$4.78K	﹤0.01%	370
2016 Q1	–	Sell	-80	Closed	-$2K	–	409
2015 Q4	$2K	Hold	80	–	–	﹤0.01%	484
2015 Q3	$2K	Hold	80	–	–	﹤0.01%	565
2015 Q2	$2K	Buy	+80	New	+$2.03K	﹤0.01%	574
2015 Q1	–	Sell	-188	Closed	-$5K	–	450
2014 Q4	$5K	Sell	188 -2,084	-92%	-$52.6K	﹤0.01%	420
2014 Q3	$56K	Buy	2,272 +1,088	+92%	+$26.3K	﹤0.01%	369
2014 Q2	$30K	Buy	+1,184	New	+$28.8K	﹤0.01%	360
2013 Q4	–	Sell	-1,600	Closed	-$32K	–	450
2013 Q3	$32K	Buy	1,600 +700	+78%	+$14.4K	﹤0.01%	280
2013 Q2	$18K	Buy	+900	New	+$17.9K	﹤0.01%	294

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

MB Financial Bank - Trust Department's NEE Position: Q1 2019 in Review

MB Financial Bank - Trust Department opened a new position in NextEra Energy (NEE) in Q1 2019: 136 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #305 among its holdings. This is a return to the name: MB Financial Bank - Trust Department previously reported a position in NEE as recently as Q3 2018.

MB Financial Bank - Trust Department first reported a position in NEE in Q2 2013 and has held it in 16 quarters since. The position peaked at $56K in Q3 2014. 1,587 funds tracked by Wall St. Rank hold NEE as of Q1 2019.

MB Financial Bank - Trust Department held 136 shares of NextEra Energy worth $7K as of Q1 2019.
NextEra Energy was a new MB Financial Bank - Trust Department position in Q1 2019.
NextEra Energy made up ﹤0.01% of MB Financial Bank - Trust Department's portfolio in Q1 2019, its #305 holding.
MB Financial Bank - Trust Department first reported a position in NextEra Energy in Q2 2013 and has held it in 16 quarters since.
MB Financial Bank - Trust Department's NextEra Energy position peaked at $56K in Q3 2014.
1,587 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2019.

Based on MB Financial Bank - Trust Department's 13F filing for Q1 2019, filed 5 Apr 2019.