PAM
NEE icon

Princeton Alpha Management’s NextEra Energy NEE Stock Holding History

Princeton Alpha 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
2017
Q1 		– Sell
-13,160
Closed -$393K – 684
2016
Q4 		$393K Sell
13,160
-9,616
-42% -$287K 0.08% 380
2016
Q3 		$696K Buy
+22,776
New +$718K 0.13% 256
2016
Q1 		– Sell
-10,724
Closed -$279K – 856
2015
Q4 		$279K Sell
10,724
-95,168
-90% -$2.41M 0.05% 513
2015
Q3 		$2.58M Buy
+105,892
New +$2.69M 0.53% 24
2015
Q2 		– Sell
-49,288
Closed -$1.28M – 834
2015
Q1 		$1.28M Buy
+49,288
New +$1.3M 0.28% 94
2014
Q2 		– Sell
-10,748
Closed -$257K – 797
2014
Q1 		$257K Buy
+10,748
New +$244K 0.08% 414

Other funds holding NEE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
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 $1.47T 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return