MG
NEE icon

MDE Group’s NextEra Energy NEE Stock Holding History

MDE Group’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
2015
Q1 		$445K Hold
17,096
– – 0.11% 32
2014
Q4 		$454K Hold
17,096
– – 0.11% 32
2014
Q3 		$401K Sell
17,096
-2,140
-11% -$51.7K 0.1% 31
2014
Q2 		$493K Sell
19,236
-100
-0.5% -$2.43K 0.11% 29
2014
Q1 		$462K Hold
19,336
– – 0.09% 32
2013
Q4 		$414K Sell
19,336
-340
-2% -$7.17K 0.07% 34
2013
Q3 		$394K Sell
19,676
-1,440
-7% -$29.7K 0.06% 36
2013
Q2 		$430K Buy
+21,116
New +$419K 0.07% 31

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MDE Group's NEE Position: Q1 2015 in Review

MDE Group held its NextEra Energy (NEE) position steady in Q1 2015 at 17,096 shares worth $445K. The position accounts for 0.11% of the portfolio, ranked #32.

MDE Group first reported a position in NEE in Q2 2013 and has held it in 8 quarters since. The position peaked at $493K in Q2 2014. 1,055 funds tracked by Wall St. Rank hold NEE as of Q1 2015.

  • MDE Group held 17,096 shares of NextEra Energy worth $445K as of Q1 2015.
  • MDE Group left its NextEra Energy share count unchanged in Q1 2015.
  • NextEra Energy made up 0.11% of MDE Group's portfolio in Q1 2015, its #32 holding.
  • MDE Group first reported a position in NextEra Energy in Q2 2013 and has held it in 8 quarters since.
  • MDE Group's NextEra Energy position peaked at $493K in Q2 2014.
  • 1,055 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2015.

Based on MDE Group's 13F filing for Q1 2015, filed 22 Apr 2015.