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National Planning Corporation’s NextEra Energy NEE Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-15,444
Closed -$566K – 405
2017
Q3 		$566K Sell
15,444
-4,196
-21% -$154K 0.05% 342
2017
Q2 		$685K Sell
19,640
-1,012
-5% -$34.6K 0.05% 330
2017
Q1 		$669K Sell
20,652
-1,148
-5% -$36.1K 0.05% 314
2016
Q4 		$673K Sell
21,800
-360
-2% -$10.8K 0.05% 305
2016
Q3 		$691K Sell
22,160
-1,028
-4% -$32.4K 0.05% 293
2016
Q2 		$740K Buy
23,188
+2,196
+10% +$65.9K 0.06% 300
2016
Q1 		$622K Sell
20,992
-5,572
-21% -$156K 0.05% 316
2015
Q4 		$755K Buy
26,564
+6,208
+30% +$157K 0.06% 307
2015
Q3 		$525K Sell
20,356
-104
-0.5% -$2.65K 0.05% 337
2015
Q2 		$545K Buy
20,460
+1,520
+8% +$38.6K 0.05% 337
2015
Q1 		$474K Sell
18,940
-9,476
-33% -$250K 0.04% 370
2014
Q4 		$760K Sell
28,416
-3,468
-11% -$87.6K 0.05% 300
2014
Q3 		$751K Sell
31,884
-3,956
-11% -$95.5K 0.06% 307
2014
Q2 		$918K Buy
35,840
+5,408
+18% +$132K 0.07% 268
2014
Q1 		$716K Buy
30,432
+1,372
+5% +$31.1K 0.06% 294
2013
Q4 		$626K Sell
29,060
-1,832
-6% -$38.6K 0.06% 317
2013
Q3 		$618K Buy
30,892
+11,356
+58% +$234K 0.06% 304
2013
Q2 		$394K Buy
+19,536
New +$388K 0.05% 326

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

National Planning Corporation's NEE Position: Q4 2017 in Review

National Planning Corporation sold out of NextEra Energy (NEE) in Q4 2017, closing a stake of 15,444 shares — an estimated $566K sold.

National Planning Corporation first reported a position in NEE in Q2 2013 and held it in 18 quarters. The position peaked at $918K in Q2 2014. 1,383 funds tracked by Wall St. Rank hold NEE as of Q4 2017.

  • National Planning Corporation reported no remaining NextEra Energy position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 15,444 NextEra Energy shares in Q4 2017, an estimated $566K.
  • National Planning Corporation first reported a position in NextEra Energy in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's NextEra Energy position peaked at $918K in Q2 2014.
  • 1,383 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.