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Rampart Investment Management’s NextEra Energy NEE Stock Holding History

Rampart Investment 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
2020
Q3 		– Sell
-27,248
Closed -$1.64M – 483
2020
Q2 		$1.64M Buy
27,248
+11,812
+77% +$707K 0.28% 101
2020
Q1 		$929K Sell
15,436
-86,968
-85% -$5.47M 0.44% 51
2019
Q4 		$6.2M Sell
102,404
-22,384
-18% -$1.31M 0.76% 17
2019
Q3 		$7.27M Sell
124,788
-14,864
-11% -$804K 0.9% 11
2019
Q2 		$7.15M Sell
139,652
-7,268
-5% -$358K 0.84% 9
2019
Q1 		$7.1M Buy
146,920
+16,936
+13% +$774K 0.81% 17
2018
Q4 		$5.65M Buy
129,984
+79,968
+160% +$3.5M 1.57% 12
2018
Q3 		$879K Buy
50,016
+30,908
+162% +$1.32M 0.39% 62
2018
Q2 		$798K Sell
19,108
-1,140
-6% -$46K 0.08% 296
2018
Q1 		$827K Sell
20,248
-2,720
-12% -$105K 0.08% 272
2017
Q4 		$897K Sell
22,968
-2,760
-11% -$107K 0.35% 74
2017
Q3 		$943K Buy
25,728
+1,500
+6% +$54.9K 0.32% 73
2017
Q2 		$849K Buy
24,228
+19,080
+371% +$652K 0.31% 76
2017
Q1 		$165K Buy
+5,148
New +$162K 0.06% 91

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
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 $1.56T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Rampart Investment Management's NEE Position: Q3 2020 in Review

Rampart Investment Management sold out of NextEra Energy (NEE) in Q3 2020, closing a stake of 27,248 shares — an estimated $1.64M sold.

Rampart Investment Management first reported a position in NEE in Q1 2017 and held it in 14 quarters. The position peaked at $7.27M in Q3 2019. 1,910 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

  • Rampart Investment Management reported no remaining NextEra Energy position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 27,248 NextEra Energy shares in Q3 2020, an estimated $1.64M.
  • Rampart Investment Management first reported a position in NextEra Energy in Q1 2017 and held it in 14 quarters.
  • Rampart Investment Management's NextEra Energy position peaked at $7.27M in Q3 2019.
  • 1,910 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.