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Ostrum Asset Management US’s NextEra Energy NEE Stock Holding History

Ostrum Asset Management US’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
2019
Q1 		$10.8M Sell
224,496
-137,772
-38% -$6.3M 3.02% 14
2018
Q4 		$15.7M Buy
+362,268
New +$15.8M 2.32% 13

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Ostrum Asset Management US's NEE Position: Q1 2019 in Review

Ostrum Asset Management US reduced its NextEra Energy (NEE) stake by 38% in Q1 2019, selling an estimated $6.3M and leaving 224,496 shares worth $10.8M. The position accounts for 3.02% of the portfolio, ranked #14.

Ostrum Asset Management US first reported a position in NEE in Q4 2018 and has held it in 2 quarters since. The position peaked at $15.7M in Q4 2018. 1,586 funds tracked by Wall St. Rank hold NEE as of Q1 2019.

  • Ostrum Asset Management US held 224,496 shares of NextEra Energy worth $10.8M as of Q1 2019.
  • Ostrum Asset Management US sold 137,772 NextEra Energy shares in Q1 2019, an estimated $6.3M.
  • NextEra Energy made up 3.02% of Ostrum Asset Management US's portfolio in Q1 2019, its #14 holding.
  • Ostrum Asset Management US first reported a position in NextEra Energy in Q4 2018 and has held it in 2 quarters since.
  • Ostrum Asset Management US's NextEra Energy position peaked at $15.7M in Q4 2018.
  • 1,586 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2019.

Based on Ostrum Asset Management US's 13F filing for Q1 2019, filed 15 May 2019.