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Oakbrook Investments’s NextEra Energy NEE Stock Holding History

Oakbrook Investments’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 		$217K Sell
3,600
-15,748
-81% -$990K 0.55% 70
2019
Q4 		$1.17M Sell
19,348
-25,652
-57% -$1.5M 0.24% 89
2019
Q3 		$2.62M Sell
45,000
-11,200
-20% -$606K 0.17% 79
2019
Q2 		$2.88M Sell
56,200
-600
-1% -$29.5K 0.17% 83
2019
Q1 		$2.75M Buy
56,800
+200
+0.4% +$9.14K 0.17% 98
2018
Q4 		$2.46M Sell
56,600
-10,120
-15% -$443K 0.17% 99
2018
Q3 		$2.8M Buy
66,720
+200
+0.3% +$8.51K 0.16% 108
2018
Q2 		$2.78M Buy
66,520
+388
+0.6% +$15.7K 0.18% 94
2018
Q1 		$2.7M Buy
66,132
+3,780
+6% +$146K 0.17% 98
2017
Q4 		$2.44M Sell
62,352
-5,900
-9% -$228K 0.15% 102
2017
Q3 		$2.5M Sell
68,252
-14,360
-17% -$526K 0.16% 114
2017
Q2 		$2.89M Sell
82,612
-5,400
-6% -$185K 0.19% 99
2017
Q1 		$2.83M Sell
88,012
-2,000
-2% -$62.9K 0.18% 99
2016
Q4 		$2.69M Sell
90,012
-23,000
-20% -$687K 0.18% 102
2016
Q3 		$3.46M Sell
113,012
-20,700
-15% -$652K 0.21% 88
2016
Q2 		$4.36M Buy
133,712
+20,300
+18% +$609K 0.24% 80
2016
Q1 		$3.35M Sell
113,412
-2,000
-2% -$56.1K 0.22% 91
2015
Q4 		$3M Sell
115,412
-4,040
-3% -$102K 0.19% 100
2015
Q3 		$2.91M Buy
119,452
+3,700
+3% +$94.1K 0.19% 107
2015
Q2 		$2.84M Sell
115,752
-17,200
-13% -$437K 0.17% 125
2015
Q1 		$3.46M Sell
132,952
-2,600
-2% -$68.6K 0.19% 126
2014
Q4 		$3.6M Sell
135,552
-8,900
-6% -$225K 0.19% 114
2014
Q3 		$3.39M Sell
144,452
-149,632
-51% -$3.61M 0.18% 128
2014
Q2 		$7.53M Buy
294,084
+100
+0% +$2.43K 0.23% 112
2014
Q1 		$7.03M Sell
293,984
-49,292
-14% -$1.12M 0.22% 114
2013
Q4 		$7.35M Sell
343,276
-12,100
-3% -$255K 0.2% 123
2013
Q3 		$7.12M Sell
355,376
-9,200
-3% -$190K 0.21% 117
2013
Q2 		$7.43M Buy
+364,576
New +$7.23M 0.21% 117

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 $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oakbrook Investments's NEE Position: Q1 2020 in Review

Oakbrook Investments reduced its NextEra Energy (NEE) stake by 81% in Q1 2020, selling an estimated $990K and leaving 3,600 shares worth $217K. The position accounts for 0.55% of the portfolio, ranked #70.

Oakbrook Investments first reported a position in NEE in Q2 2013 and has held it in 28 quarters since. The position peaked at $7.53M in Q2 2014. 1,802 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

  • Oakbrook Investments held 3,600 shares of NextEra Energy worth $217K as of Q1 2020.
  • Oakbrook Investments sold 15,748 NextEra Energy shares in Q1 2020, an estimated $990K.
  • NextEra Energy made up 0.55% of Oakbrook Investments's portfolio in Q1 2020, its #70 holding.
  • Oakbrook Investments first reported a position in NextEra Energy in Q2 2013 and has held it in 28 quarters since.
  • Oakbrook Investments's NextEra Energy position peaked at $7.53M in Q2 2014.
  • 1,802 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.