Perella Weinberg Partners Capital Management’s NextEra Energy NEE Stock Holding History

Perella Weinberg Partners Capital 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
2019 Q1	–	Sell	-46,648	Closed	-$2.03M	–	219
2018 Q4	$2.03M	Sell	46,648 -4,524	-9%	-$198K	0.13%	140
2018 Q3	$2.14M	Sell	51,172 -224	-0.4%	-$9.54K	0.1%	135
2018 Q2	$2.15M	Sell	51,396 -15,008	-23%	-$606K	0.1%	142
2018 Q1	$2.71M	Buy	+66,404	New	+$2.56M	0.12%	142

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perella Weinberg Partners Capital Management's NEE Position: Q1 2019 in Review

Perella Weinberg Partners Capital Management sold out of NextEra Energy (NEE) in Q1 2019, closing a stake of 46,648 shares — an estimated $2.03M sold.

Perella Weinberg Partners Capital Management first reported a position in NEE in Q1 2018 and held it in 4 quarters. The position peaked at $2.71M in Q1 2018. 1,587 funds tracked by Wall St. Rank hold NEE as of Q1 2019.

Perella Weinberg Partners Capital Management reported no remaining NextEra Energy position as of Q1 2019 after selling out during the quarter.
Perella Weinberg Partners Capital Management sold 46,648 NextEra Energy shares in Q1 2019, an estimated $2.03M.
Perella Weinberg Partners Capital Management first reported a position in NextEra Energy in Q1 2018 and held it in 4 quarters.
Perella Weinberg Partners Capital Management's NextEra Energy position peaked at $2.71M in Q1 2018.
1,587 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2019.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q1 2019, filed 6 May 2019.