PHH Investments’s NextEra Energy NEE Stock Holding History

PHH Investments’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 Q4	$1.8M	Sell	29,736 -700	-2%	-$40.9K	0.48%	28
2019 Q3	$1.77M	Sell	30,436 -372	-1%	-$20.1K	0.49%	26
2019 Q2	$1.58M	Sell	30,808 -1,996	-6%	-$98.2K	0.45%	30
2019 Q1	$1.58M	Sell	32,804 -356	-1%	-$16.3K	0.46%	30
2018 Q4	$1.44M	Sell	33,160 -1,660	-5%	-$72.6K	0.46%	31
2018 Q3	$1.46M	Sell	34,820 -652	-2%	-$27.8K	0.42%	32
2018 Q2	$1.48M	Sell	35,472 -380	-1%	-$15.3K	0.45%	22
2018 Q1	$1.46M	Sell	35,852 -2,648	-7%	-$102K	0.45%	24
2017 Q4	$1.5M	Sell	38,500 -248	-0.6%	-$9.57K	0.46%	26
2017 Q3	$1.42M	Sell	38,748 -3,128	-7%	-$115K	0.48%	24
2017 Q2	$1.47M	Sell	41,876 -1,236	-3%	-$42.2K	0.5%	23
2017 Q1	$1.38M	Sell	43,112 -328	-0.8%	-$10.3K	0.51%	23
2016 Q4	$1.29M	Buy	+43,440	New	+$1.3M	0.52%	31

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PHH Investments's NEE Position: Q4 2019 in Review

PHH Investments reduced its NextEra Energy (NEE) stake by 2.3% in Q4 2019, selling an estimated $40.9K and leaving 29,736 shares worth $1.8M. The position accounts for 0.48% of the portfolio, ranked #28.

PHH Investments first reported a position in NEE in Q4 2016 and has held it in 13 quarters since. 1,785 funds tracked by Wall St. Rank hold NEE as of Q4 2019.

PHH Investments held 29,736 shares of NextEra Energy worth $1.8M as of Q4 2019.
PHH Investments sold 700 NextEra Energy shares in Q4 2019, an estimated $40.9K.
NextEra Energy made up 0.48% of PHH Investments's portfolio in Q4 2019, its #28 holding.
PHH Investments first reported a position in NextEra Energy in Q4 2016 and has held it in 13 quarters since.
1,785 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.