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Palisades Hudson Asset Management’s NextEra Energy NEE Stock Holding History

Palisades Hudson Asset Management’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 		– Sell
-6,516
Closed -$266K – 112
2018
Q1 		$266K Hold
6,516
– – 0.15% 93
2017
Q4 		$254K Sell
6,516
-156
-2% -$6.02K 0.14% 97
2017
Q3 		$244K Hold
6,672
– – 0.14% 95
2017
Q2 		$234K Buy
+6,672
New +$228K 0.14% 100

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Palisades Hudson Asset Management's NEE Position: Q2 2018 in Review

Palisades Hudson Asset Management sold out of NextEra Energy (NEE) in Q2 2018, closing a stake of 6,516 shares — an estimated $266K sold.

Palisades Hudson Asset Management first reported a position in NEE in Q2 2017 and held it in 4 quarters. The position peaked at $266K in Q1 2018. 1,412 funds tracked by Wall St. Rank hold NEE as of Q2 2018.

  • Palisades Hudson Asset Management reported no remaining NextEra Energy position as of Q2 2018 after selling out during the quarter.
  • Palisades Hudson Asset Management sold 6,516 NextEra Energy shares in Q2 2018, an estimated $266K.
  • Palisades Hudson Asset Management first reported a position in NextEra Energy in Q2 2017 and held it in 4 quarters.
  • Palisades Hudson Asset Management's NextEra Energy position peaked at $266K in Q1 2018.
  • 1,412 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2018.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.