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Mitsubishi UFJ Securities’s NextEra Energy NEE Stock Holding History

Mitsubishi UFJ Securities’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 		– Sell
-2,000
Closed -$102K – 173
2019
Q2 		$102K Sell
2,000
-840
-30% -$41.3K 0.34% 71
2019
Q1 		$137K Buy
2,840
+720
+34% +$32.9K 0.78% 21
2018
Q4 		$92K Buy
+2,120
New +$92.7K 0.69% 36
2017
Q2 		– Sell
-120
Closed -$4K – 259
2017
Q1 		$4K Sell
120
-120
-50% -$3.77K 0.02% 203
2016
Q4 		$7K Sell
240
-840
-78% -$25.1K 0.04% 181
2016
Q3 		$33K Sell
1,080
-65,080
-98% -$2.05M 0.17% 83
2016
Q2 		$2.16M Buy
66,160
+64,600
+4,141% +$1.94M 3.82% 5
2016
Q1 		$46K Buy
1,560
+840
+117% +$23.6K 0.06% 111
2015
Q4 		$19K Sell
720
-680
-49% -$17.2K 0.03% 165
2015
Q3 		$34K Buy
1,400
+200
+17% +$5.09K 0.24% 92
2015
Q2 		$29K Buy
1,200
+360
+43% +$9.15K 0.19% 112
2015
Q1 		$22K Buy
+840
New +$22.2K 0.06% 139

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

Mitsubishi UFJ Securities's NEE Position: Q3 2019 in Review

Mitsubishi UFJ Securities sold out of NextEra Energy (NEE) in Q3 2019, closing a stake of 2,000 shares — an estimated $102K sold.

Mitsubishi UFJ Securities first reported a position in NEE in Q1 2015 and held it in 12 quarters. The position peaked at $2.16M in Q2 2016. 1,635 funds tracked by Wall St. Rank hold NEE as of Q3 2019.

  • Mitsubishi UFJ Securities reported no remaining NextEra Energy position as of Q3 2019 after selling out during the quarter.
  • Mitsubishi UFJ Securities sold 2,000 NextEra Energy shares in Q3 2019, an estimated $102K.
  • Mitsubishi UFJ Securities first reported a position in NextEra Energy in Q1 2015 and held it in 12 quarters.
  • Mitsubishi UFJ Securities's NextEra Energy position peaked at $2.16M in Q2 2016.
  • 1,635 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2019.

Based on Mitsubishi UFJ Securities's 13F filing for Q3 2019, filed 14 Nov 2019.