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National Investment Services’s NextEra Energy NEE Stock Holding History

National Investment Services’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
Q4 		– Sell
-51,832
Closed -$3.02M – 43
2019
Q3 		$3.02M Sell
51,832
-3,316
-6% -$179K 3.51% 1
2019
Q2 		$2.82M Sell
55,148
-3,300
-6% -$162K 3.25% 6
2019
Q1 		$2.83M Sell
58,448
-2,612
-4% -$119K 3.09% 6
2018
Q4 		$2.65M Sell
61,060
-1,780
-3% -$77.8K 3.08% 4
2018
Q3 		$2.63M Sell
62,840
-7,428
-11% -$316K 2.58% 7
2018
Q2 		$2.93M Sell
70,268
-536
-0.8% -$21.6K 2.74% 5
2018
Q1 		$2.89M Sell
70,804
-2,696
-4% -$104K 2.7% 4
2017
Q4 		$2.87M Sell
73,500
-5,308
-7% -$205K 2.76% 6
2017
Q3 		$2.89M Sell
78,808
-200
-0.3% -$7.33K 2.97% 6
2017
Q2 		$2.77M Sell
79,008
-5,216
-6% -$178K 2.91% 5
2017
Q1 		$2.7M Buy
84,224
+10,708
+15% +$337K 2.7% 10
2016
Q4 		$2.2M Sell
73,516
-14,596
-17% -$436K 2.42% 20
2016
Q3 		$2.69M Buy
+88,112
New +$2.78M 3.04% 13
2014
Q4 		– Sell
-52,916
Closed -$1.24M – 44
2014
Q3 		$1.24M Hold
52,916
– – 1.02% 38
2014
Q2 		$1.36M Hold
52,916
– – 1.1% 41
2014
Q1 		$1.26M Hold
52,916
– – 1.09% 47
2013
Q4 		$1.13M Hold
52,916
– – 0.88% 50
2013
Q3 		$1.06M Hold
52,916
– – 0.83% 53
2013
Q2 		$1.08M Buy
+52,916
New +$1.05M 0.89% 52

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

National Investment Services's NEE Position: Q4 2019 in Review

National Investment Services sold out of NextEra Energy (NEE) in Q4 2019, closing a stake of 51,832 shares — an estimated $3.02M sold.

National Investment Services first reported a position in NEE in Q2 2013 and held it in 19 quarters. The position peaked at $3.02M in Q3 2019. 1,785 funds tracked by Wall St. Rank hold NEE as of Q4 2019.

  • National Investment Services reported no remaining NextEra Energy position as of Q4 2019 after selling out during the quarter.
  • National Investment Services sold 51,832 NextEra Energy shares in Q4 2019, an estimated $3.02M.
  • National Investment Services first reported a position in NextEra Energy in Q2 2013 and held it in 19 quarters.
  • National Investment Services's NextEra Energy position peaked at $3.02M in Q3 2019.
  • 1,785 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2019.

Based on National Investment Services's 13F filing for Q4 2019.