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MSD Partners’s NextEra Energy NEE Stock Holding History

MSD Partners’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
2016
Q1 		– Sell
-865,824
Closed -$22.5M – 66
2015
Q4 		$22.5M Sell
865,824
-1,169,268
-57% -$29.6M 0.95% 24
2015
Q3 		$49.6M Buy
+2,035,092
New +$51.7M 1.63% 15

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
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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSD Partners's NEE Position: Q1 2016 in Review

MSD Partners sold out of NextEra Energy (NEE) in Q1 2016, closing a stake of 865,824 shares — an estimated $22.5M sold.

MSD Partners first reported a position in NEE in Q3 2015 and held it in 2 quarters. The position peaked at $49.6M in Q3 2015. 1,149 funds tracked by Wall St. Rank hold NEE as of Q1 2016.

  • MSD Partners reported no remaining NextEra Energy position as of Q1 2016 after selling out during the quarter.
  • MSD Partners sold 865,824 NextEra Energy shares in Q1 2016, an estimated $22.5M.
  • MSD Partners first reported a position in NextEra Energy in Q3 2015 and held it in 2 quarters.
  • MSD Partners's NextEra Energy position peaked at $49.6M in Q3 2015.
  • 1,149 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2016.

Based on MSD Partners's 13F filing for Q1 2016, filed 16 May 2016.