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Osborn Williams & Donohoe’s NextEra Energy NEE Stock Holding History

Osborn Williams & Donohoe’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 		$10.5M Buy
174,380
+10,348
+6% +$650K 1.38% 16
2019
Q4 		$9.93M Buy
164,032
+2,484
+2% +$145K 0.99% 29
2019
Q3 		$9.41M Buy
161,548
+2,024
+1% +$110K 0.95% 31
2019
Q2 		$8.17M Buy
159,524
+23,752
+17% +$1.17M 0.84% 35
2019
Q1 		$6.45M Buy
135,772
+41,416
+44% +$1.89M 0.66% 44
2018
Q4 		$4.1M Buy
94,356
+23,308
+33% +$1.02M 0.72% 44
2018
Q3 		$2.98M Buy
71,048
+3,804
+6% +$162K 0.46% 61
2018
Q2 		$2.81M Buy
67,244
+2,680
+4% +$108K 0.48% 62
2018
Q1 		$2.64M Buy
64,564
+360
+0.6% +$13.9K 0.46% 62
2017
Q4 		$2.51M Buy
64,204
+160
+0.2% +$6.18K 0.43% 63
2017
Q3 		$2.35M Buy
64,044
+300
+0.5% +$11K 0.42% 66
2017
Q2 		$2.23M Buy
63,744
+1,660
+3% +$56.7K 0.4% 70
2017
Q1 		$1.99M Buy
62,084
+2,440
+4% +$76.7K 0.36% 77
2016
Q4 		$1.78M Sell
59,644
-816
-1% -$24.4K 0.33% 78
2016
Q3 		$1.85M Buy
60,460
+7,200
+14% +$227K 0.35% 75
2016
Q2 		$1.74M Buy
53,260
+1,736
+3% +$52.1K 0.34% 76
2016
Q1 		$1.52M Buy
51,524
+6,980
+16% +$196K 0.31% 83
2015
Q4 		$1.16M Sell
44,544
-1,000
-2% -$25.3K 0.24% 91
2015
Q3 		$1.12M Sell
45,544
-200
-0.4% -$5.09K 0.24% 91
2015
Q2 		$1.17M Sell
45,744
-1,400
-3% -$35.6K 0.24% 96
2015
Q1 		$1.23M Sell
47,144
-400
-0.8% -$10.6K 0.24% 99
2014
Q4 		$1.26M Buy
47,544
+2,000
+4% +$50.5K 0.25% 90
2014
Q3 		$1.07M Sell
45,544
-1,260
-3% -$30.4K 0.22% 92
2014
Q2 		$1.16M Sell
46,804
-1,500
-3% -$36.5K 0.24% 90
2014
Q1 		$1.16M Sell
48,304
-1,876
-4% -$42.5K 0.25% 88
2013
Q4 		$1.07M Sell
50,180
-2,600
-5% -$54.8K 0.24% 90
2013
Q3 		$1.06M Sell
52,780
-260
-0.5% -$5.37K 0.26% 90
2013
Q2 		$1.08M Buy
+53,040
New +$1.05M 0.28% 87

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Osborn Williams & Donohoe's NEE Position: Q1 2020 in Review

Osborn Williams & Donohoe increased its NextEra Energy (NEE) stake by 6.3% in Q1 2020, buying an estimated $650K and bringing the position to 174,380 shares worth $10.5M. The position accounts for 1.38% of the portfolio, ranked #16.

Osborn Williams & Donohoe first reported a position in NEE in Q2 2013 and has held it in 28 quarters since. 1,804 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

  • Osborn Williams & Donohoe held 174,380 shares of NextEra Energy worth $10.5M as of Q1 2020.
  • Osborn Williams & Donohoe bought 10,348 NextEra Energy shares in Q1 2020, an estimated $650K.
  • NextEra Energy made up 1.38% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #16 holding.
  • Osborn Williams & Donohoe first reported a position in NextEra Energy in Q2 2013 and has held it in 28 quarters since.
  • 1,804 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.