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Rikoon Group’s NextEra Energy NEE Stock Holding History

Rikoon Group’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
2021
Q1 		$2.71M Buy
35,872
+23
+0.1% +$1.79K 0.72% 34
2020
Q4 		$2.77M Buy
35,849
+169
+0.5% +$12.6K 0.77% 33
2020
Q3 		$2.48M Sell
35,680
-5,928
-14% -$409K 0.77% 33
2020
Q2 		$2.5M Buy
41,608
+1,508
+4% +$90.3K 0.83% 30
2020
Q1 		$2.41M Buy
40,100
+312
+0.8% +$19.6K 1% 26
2019
Q4 		$2.41M Buy
39,788
+2,748
+7% +$160K 0.83% 34
2019
Q3 		$2.16M Buy
37,040
+2,908
+9% +$157K 0.8% 34
2019
Q2 		$1.75M Sell
34,132
-368
-1% -$18.1K 0.65% 41
2019
Q1 		$1.67M Buy
34,500
+8
+0% +$366 0.62% 42
2018
Q4 		$1.5M Buy
34,492
+12
+0% +$525 0.62% 40
2018
Q3 		$1.44M Buy
34,480
+8
+0% +$341 0.51% 48
2018
Q2 		$1.44M Sell
34,472
-144
-0.4% -$5.82K 0.55% 46
2018
Q1 		$1.41M Buy
34,616
+1,072
+3% +$41.3K 0.57% 44
2017
Q4 		$1.31M Buy
33,544
+8,064
+32% +$311K 0.54% 53
2017
Q3 		$934K Hold
25,480
– – 0.4% 73
2017
Q2 		$892K Buy
25,480
+600
+2% +$20.5K 0.4% 68
2017
Q1 		$831K Hold
24,880
– – 0.37% 77
2016
Q4 		$780K Buy
+24,880
New +$743K 0.34% 82

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Rikoon Group's NEE Position: Q1 2021 in Review

Rikoon Group increased its NextEra Energy (NEE) stake by 0.06% in Q1 2021, buying an estimated $1.79K and bringing the position to 35,872 shares worth $2.71M. The position accounts for 0.72% of the portfolio, ranked #34.

Rikoon Group first reported a position in NEE in Q4 2016 and has held it in 18 quarters since. The position peaked at $2.77M in Q4 2020. 2,149 funds tracked by Wall St. Rank hold NEE as of Q1 2021.

  • Rikoon Group held 35,872 shares of NextEra Energy worth $2.71M as of Q1 2021.
  • Rikoon Group bought 23 NextEra Energy shares in Q1 2021, an estimated $1.79K.
  • NextEra Energy made up 0.72% of Rikoon Group's portfolio in Q1 2021, its #34 holding.
  • Rikoon Group first reported a position in NextEra Energy in Q4 2016 and has held it in 18 quarters since.
  • Rikoon Group's NextEra Energy position peaked at $2.77M in Q4 2020.
  • 2,149 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.