NMIS
NEE icon

Northwestern Mutual Investment Services’s NextEra Energy NEE Stock Holding History

Northwestern Mutual 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
2015
Q4 		– Sell
-152
Closed -$4K – 272
2015
Q3 		$4K Buy
+152
New +$3.87K ﹤0.01% 83
2014
Q4 		– Sell
-340
Closed -$8K – 142
2014
Q3 		$8K Buy
+340
New +$8.21K ﹤0.01% 36

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northwestern Mutual Investment Services's NEE Position: Q4 2015 in Review

Northwestern Mutual Investment Services sold out of NextEra Energy (NEE) in Q4 2015, closing a stake of 152 shares — an estimated $4K sold.

Northwestern Mutual Investment Services first reported a position in NEE in Q3 2014 and held it in 2 quarters. The position peaked at $8K in Q3 2014. 1,101 funds tracked by Wall St. Rank hold NEE as of Q4 2015.

  • Northwestern Mutual Investment Services reported no remaining NextEra Energy position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 152 NextEra Energy shares in Q4 2015, an estimated $4K.
  • Northwestern Mutual Investment Services first reported a position in NextEra Energy in Q3 2014 and held it in 2 quarters.
  • Northwestern Mutual Investment Services's NextEra Energy position peaked at $8K in Q3 2014.
  • 1,101 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q4 2015, filed 16 Feb 2016.