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NWQ Investment Management Company’s NextEra Energy NEE Stock Holding History

NWQ Investment Management Company’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
2020
Q1 		– Sell
-386,944
Closed -$23.4M – 166
2019
Q4 		$23.4M Sell
386,944
-54,400
-12% -$3.18M 0.58% 70
2019
Q3 		$25.7M Buy
+441,344
New +$23.9M 0.62% 67

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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NWQ Investment Management Company's NEE Position: Q1 2020 in Review

NWQ Investment Management Company sold out of NextEra Energy (NEE) in Q1 2020, closing a stake of 386,944 shares — an estimated $23.4M sold.

NWQ Investment Management Company first reported a position in NEE in Q3 2019 and held it in 2 quarters. The position peaked at $25.7M in Q3 2019. 1,805 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

  • NWQ Investment Management Company reported no remaining NextEra Energy position as of Q1 2020 after selling out during the quarter.
  • NWQ Investment Management Company sold 386,944 NextEra Energy shares in Q1 2020, an estimated $23.4M.
  • NWQ Investment Management Company first reported a position in NextEra Energy in Q3 2019 and held it in 2 quarters.
  • NWQ Investment Management Company's NextEra Energy position peaked at $25.7M in Q3 2019.
  • 1,805 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on NWQ Investment Management Company's 13F filing for Q1 2020, filed 14 May 2020.