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River Road Asset Management’s NextEra Energy NEE Stock Holding History

River Road Asset 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
-8,908
Closed -$535K – 157
2020
Q2 		$535K Buy
8,908
+5,096
+134% +$305K 0.01% 135
2020
Q1 		$229K Buy
+3,812
New +$240K 0.01% 158

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

River Road Asset Management's NEE Position: Q3 2020 in Review

River Road Asset Management sold out of NextEra Energy (NEE) in Q3 2020, closing a stake of 8,908 shares — an estimated $535K sold.

River Road Asset Management first reported a position in NEE in Q1 2020 and held it in 2 quarters. The position peaked at $535K in Q2 2020. 1,909 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

  • River Road Asset Management reported no remaining NextEra Energy position as of Q3 2020 after selling out during the quarter.
  • River Road Asset Management sold 8,908 NextEra Energy shares in Q3 2020, an estimated $535K.
  • River Road Asset Management first reported a position in NextEra Energy in Q1 2020 and held it in 2 quarters.
  • River Road Asset Management's NextEra Energy position peaked at $535K in Q2 2020.
  • 1,909 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on River Road Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.