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Robertson Stephens Advisors’s NextEra Energy NEE Stock Holding History

Robertson Stephens 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
Q3 		$220K Hold
6,000
– – 0.19% 61
2017
Q2 		$210K Buy
+6,000
New +$205K 0.19% 65

Other funds holding NEE

BlackRock
BlackRock New York $5.72T 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 $1.56T 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Robertson Stephens Advisors's NEE Position: Q3 2017 in Review

Robertson Stephens Advisors held its NextEra Energy (NEE) position steady in Q3 2017 at 6,000 shares worth $220K. The position accounts for 0.19% of the portfolio, ranked #61.

Robertson Stephens Advisors first reported a position in NEE in Q2 2017 and has held it in 2 quarters since. 1,248 funds tracked by Wall St. Rank hold NEE as of Q3 2017.

  • Robertson Stephens Advisors held 6,000 shares of NextEra Energy worth $220K as of Q3 2017.
  • Robertson Stephens Advisors left its NextEra Energy share count unchanged in Q3 2017.
  • NextEra Energy made up 0.19% of Robertson Stephens Advisors's portfolio in Q3 2017, its #61 holding.
  • Robertson Stephens Advisors first reported a position in NextEra Energy in Q2 2017 and has held it in 2 quarters since.
  • 1,248 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.