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Palo Capital’s NextEra Energy NEE Stock Holding History

Palo Capital’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
Q4 		$5.29M Buy
121,792
+156
+0.1% +$6.82K 2.25% 4
2018
Q3 		$5.1M Sell
121,636
-140
-0.1% -$5.96K 1.83% 6
2018
Q2 		$5.08M Sell
121,776
-1,296
-1% -$52.3K 1.85% 6
2018
Q1 		$5.03M Buy
123,072
+4,984
+4% +$192K 1.83% 6
2017
Q4 		$4.61M Buy
118,088
+11,680
+11% +$451K 2.06% 8
2017
Q3 		$3.9M Buy
106,408
+1,868
+2% +$68.4K 2.06% 9
2017
Q2 		$3.66M Sell
104,540
-2,260
-2% -$77.2K 2.07% 6
2017
Q1 		$3.43M Sell
106,800
-4,112
-4% -$129K 2.02% 7
2016
Q4 		$3.31M Buy
110,912
+10,568
+11% +$316K 2.08% 3
2016
Q3 		$3.07M Sell
100,344
-72,656
-42% -$2.29M 2.13% 4
2016
Q2 		$5.64M Buy
173,000
+98,636
+133% +$2.96M 1.93% 3
2016
Q1 		$2.2M Sell
74,364
-4,236
-5% -$119K 1.73% 6
2015
Q4 		$2.04M Buy
+78,600
New +$1.99M 1.85% 6

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Palo Capital's NEE Position: Q4 2018 in Review

Palo Capital increased its NextEra Energy (NEE) stake by 0.13% in Q4 2018, buying an estimated $6.82K and bringing the position to 121,792 shares worth $5.29M. The position accounts for 2.25% of the portfolio, ranked #4.

Palo Capital first reported a position in NEE in Q4 2015 and has held it in 13 quarters since. The position peaked at $5.64M in Q2 2016. 1,547 funds tracked by Wall St. Rank hold NEE as of Q4 2018.

  • Palo Capital held 121,792 shares of NextEra Energy worth $5.29M as of Q4 2018.
  • Palo Capital bought 156 NextEra Energy shares in Q4 2018, an estimated $6.82K.
  • NextEra Energy made up 2.25% of Palo Capital's portfolio in Q4 2018, its #4 holding.
  • Palo Capital first reported a position in NextEra Energy in Q4 2015 and has held it in 13 quarters since.
  • Palo Capital's NextEra Energy position peaked at $5.64M in Q2 2016.
  • 1,547 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.