Old Mutual Customised Solutions’s NextEra Energy NEE Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$1.6M	Buy	38,400 +3,600	+10%	+$145K	0.16%	153
2018 Q1	$1.42M	Hold	34,800	–	–	0.15%	182
2017 Q4	$1.36M	Hold	34,800	–	–	0.14%	184
2017 Q3	$1.27M	Hold	34,800	–	–	0.17%	143
2017 Q2	$1.22M	Hold	34,800	–	–	0.18%	143
2017 Q1	$1.12M	Buy	34,800 +8,000	+30%	+$252K	0.17%	147
2016 Q4	$800K	Buy	26,800 +14,400	+116%	+$430K	0.15%	181
2016 Q3	$379K	Sell	12,400 -4,800	-28%	-$151K	0.11%	221
2016 Q2	$561K	Sell	17,200 -28,000	-62%	-$841K	0.14%	178
2016 Q1	$1.34M	Sell	45,200 -5,200	-10%	-$146K	0.35%	63
2015 Q4	$1.31M	Hold	50,400	–	–	0.33%	69
2015 Q3	$1.23M	Buy	50,400 +3,200	+7%	+$81.4K	0.33%	69
2015 Q2	$1.16M	Buy	47,200 +3,600	+8%	+$91.5K	0.27%	85
2015 Q1	$1.13M	Buy	43,600 +16,800	+63%	+$443K	0.27%	79
2014 Q4	$712K	Buy	26,800 +3,200	+14%	+$80.8K	0.2%	115
2014 Q3	$554K	Sell	23,600 -3,600	-13%	-$86.9K	0.16%	141
2014 Q2	$697K	Sell	27,200 -2,000	-7%	-$48.7K	0.17%	133
2014 Q1	$698K	Hold	29,200	–	–	0.18%	126
2013 Q4	$625K	Hold	29,200	–	–	0.16%	140
2013 Q3	$585K	Buy	29,200 +1,600	+6%	+$33K	0.17%	140
2013 Q2	$562K	Buy	+27,600	New	+$548K	0.16%	130

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Old Mutual Customised Solutions's NEE Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its NextEra Energy (NEE) stake by 10% in Q2 2018, buying an estimated $145K and bringing the position to 38,400 shares worth $1.6M. The position accounts for 0.16% of the portfolio, ranked #153.

Old Mutual Customised Solutions first reported a position in NEE in Q2 2013 and has held it in 21 quarters since. 1,412 funds tracked by Wall St. Rank hold NEE as of Q2 2018.

Old Mutual Customised Solutions held 38,400 shares of NextEra Energy worth $1.6M as of Q2 2018.
Old Mutual Customised Solutions bought 3,600 NextEra Energy shares in Q2 2018, an estimated $145K.
NextEra Energy made up 0.16% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #153 holding.
Old Mutual Customised Solutions first reported a position in NextEra Energy in Q2 2013 and has held it in 21 quarters since.
1,412 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.