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Overbrook Management Corp’s NextEra Energy NEE Stock Holding History

Overbrook Management Corp’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
2016
Q1 		– Sell
-8,000
Closed -$208K – 87
2015
Q4 		$208K Buy
+8,000
New +$202K 0.04% 87

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Overbrook Management Corp's NEE Position: Q1 2016 in Review

Overbrook Management Corp sold out of NextEra Energy (NEE) in Q1 2016, closing a stake of 8,000 shares — an estimated $208K sold.

Overbrook Management Corp first reported a position in NEE in Q4 2015 and held it in 1 quarter. The position peaked at $208K in Q4 2015. 1,149 funds tracked by Wall St. Rank hold NEE as of Q1 2016.

  • Overbrook Management Corp reported no remaining NextEra Energy position as of Q1 2016 after selling out during the quarter.
  • Overbrook Management Corp sold 8,000 NextEra Energy shares in Q1 2016, an estimated $208K.
  • Overbrook Management Corp first reported a position in NextEra Energy in Q4 2015 and held it in 1 quarter.
  • Overbrook Management Corp's NextEra Energy position peaked at $208K in Q4 2015.
  • 1,149 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2016.

Based on Overbrook Management Corp's 13F filing for Q1 2016, filed 16 May 2016.