Monroe Bank & Trust’s NextEra Energy NEE Stock Holding History

Monroe Bank & Trust’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
2018 Q3	–	Sell	-2,904	Closed	-$121K	–	188
2018 Q2	$121K	Sell	2,904 -400	-12%	-$16.2K	0.04%	115
2018 Q1	$135K	Sell	3,304 -520	-14%	-$20.1K	0.04%	116
2017 Q4	$149K	Buy	+3,824	New	+$148K	0.05%	119
2017 Q3	–	Sell	-4,200	Closed	-$147K	–	203
2017 Q2	$147K	Hold	4,200	–	–	0.05%	122
2017 Q1	$135K	Hold	4,200	–	–	0.04%	123
2016 Q4	$126K	Buy	+4,200	New	+$125K	0.04%	126
2016 Q2	–	Sell	-5,000	Closed	-$148K	–	249
2016 Q1	$148K	Sell	5,000 -56	-1%	-$1.57K	0.05%	132
2015 Q4	$132K	Hold	5,056	–	–	0.05%	136
2015 Q3	$124K	Hold	5,056	–	–	0.05%	142
2015 Q2	$124K	Hold	5,056	–	–	0.04%	140
2015 Q1	$132K	Sell	5,056 -3,800	-43%	-$100K	0.05%	139
2014 Q4	$235K	Buy	+8,856	New	+$224K	0.08%	127
2014 Q3	–	Sell	-8,856	Closed	-$227K	–	224
2014 Q2	$227K	Hold	8,856	–	–	0.08%	139
2014 Q1	$212K	Sell	8,856 -2,344	-21%	-$53.1K	0.07%	147
2013 Q4	$240K	Hold	11,200	–	–	0.09%	124
2013 Q3	$224K	Hold	11,200	–	–	0.09%	125
2013 Q2	$228K	Buy	+11,200	New	+$222K	0.1%	118

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Monroe Bank & Trust's NEE Position: Q3 2018 in Review

Monroe Bank & Trust sold out of NextEra Energy (NEE) in Q3 2018, closing a stake of 2,904 shares — an estimated $121K sold.

Monroe Bank & Trust first reported a position in NEE in Q2 2013 and held it in 17 quarters. The position peaked at $240K in Q4 2013. 1,434 funds tracked by Wall St. Rank hold NEE as of Q3 2018.

Monroe Bank & Trust reported no remaining NextEra Energy position as of Q3 2018 after selling out during the quarter.
Monroe Bank & Trust sold 2,904 NextEra Energy shares in Q3 2018, an estimated $121K.
Monroe Bank & Trust first reported a position in NextEra Energy in Q2 2013 and held it in 17 quarters.
Monroe Bank & Trust's NextEra Energy position peaked at $240K in Q4 2013.
1,434 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2018.

Based on Monroe Bank & Trust's 13F filing for Q3 2018, filed 14 Nov 2018.