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Numeric Investors’s NextEra Energy NEE Stock Holding History

Numeric Investors’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
Q3 		– Sell
-8,400
Closed -$294K – 1141
2017
Q2 		$294K Buy
+8,400
New +$287K ﹤0.01% 932
2014
Q4 		– Sell
-28,400
Closed -$667K – 929
2014
Q3 		$667K Buy
+28,400
New +$686K 0.01% 515

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Numeric Investors's NEE Position: Q3 2017 in Review

Numeric Investors sold out of NextEra Energy (NEE) in Q3 2017, closing a stake of 8,400 shares — an estimated $294K sold.

Numeric Investors first reported a position in NEE in Q3 2014 and held it in 2 quarters. The position peaked at $667K in Q3 2014. 1,249 funds tracked by Wall St. Rank hold NEE as of Q3 2017.

  • Numeric Investors reported no remaining NextEra Energy position as of Q3 2017 after selling out during the quarter.
  • Numeric Investors sold 8,400 NextEra Energy shares in Q3 2017, an estimated $294K.
  • Numeric Investors first reported a position in NextEra Energy in Q3 2014 and held it in 2 quarters.
  • Numeric Investors's NextEra Energy position peaked at $667K in Q3 2014.
  • 1,249 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2017.

Based on Numeric Investors's 13F filing for Q3 2017, filed 14 Nov 2017.