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R&F Capital Advisors’s NextEra Energy NEE Stock Holding History

R&F Capital Advisors’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 		$1.47M Buy
45,688
+31,744
+228% +$998K 0.38% 52
2016
Q4 		$416K Buy
+13,944
New +$417K 0.15% 218

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

R&F Capital Advisors's NEE Position: Q1 2017 in Review

R&F Capital Advisors increased its NextEra Energy (NEE) stake by 228% in Q1 2017, buying an estimated $998K and bringing the position to 45,688 shares worth $1.47M. The position accounts for 0.38% of the portfolio, ranked #52.

R&F Capital Advisors first reported a position in NEE in Q4 2016 and has held it in 2 quarters since. 1,208 funds tracked by Wall St. Rank hold NEE as of Q1 2017.

  • R&F Capital Advisors held 45,688 shares of NextEra Energy worth $1.47M as of Q1 2017.
  • R&F Capital Advisors bought 31,744 NextEra Energy shares in Q1 2017, an estimated $998K.
  • NextEra Energy made up 0.38% of R&F Capital Advisors's portfolio in Q1 2017, its #52 holding.
  • R&F Capital Advisors first reported a position in NextEra Energy in Q4 2016 and has held it in 2 quarters since.
  • 1,208 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.