Rockefeller Financial Services’s NextEra Energy NEE Stock Holding History

Rockefeller Financial Services’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 Q4	$814K	Hold	20,848	–	–	0.01%	243
2017 Q3	$764K	Buy	20,848 +18,400	+752%	+$674K	0.01%	234
2017 Q2	$86K	Hold	2,448	–	–	﹤0.01%	350
2017 Q1	$79K	Hold	2,448	–	–	﹤0.01%	374
2016 Q4	$73K	Buy	2,448 +108	+5%	+$3.23K	﹤0.01%	398
2016 Q3	$72K	Hold	2,340	–	–	﹤0.01%	373
2016 Q2	$76K	Sell	2,340 -2,136	-48%	-$64.1K	﹤0.01%	377
2016 Q1	$132K	Buy	4,476 +2,136	+91%	+$60K	﹤0.01%	348
2015 Q4	$61K	Hold	2,340	–	–	﹤0.01%	416
2015 Q3	$57K	Hold	2,340	–	–	﹤0.01%	412
2015 Q2	$57K	Hold	2,340	–	–	﹤0.01%	390
2015 Q1	$61K	Hold	2,340	–	–	﹤0.01%	407
2014 Q4	$62K	Hold	2,340	–	–	﹤0.01%	377
2014 Q3	$55K	Sell	2,340 -60	-3%	-$1.45K	﹤0.01%	398
2014 Q2	$61K	Buy	2,400 +60	+3%	+$1.46K	﹤0.01%	403
2014 Q1	$56K	Sell	2,340 -232	-9%	-$5.26K	﹤0.01%	423
2013 Q4	$55K	Buy	+2,572	New	+$54.2K	﹤0.01%	414

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rockefeller Financial Services's NEE Position: Q4 2017 in Review

Rockefeller Financial Services held its NextEra Energy (NEE) position steady in Q4 2017 at 20,848 shares worth $814K. The position accounts for 0.01% of the portfolio, ranked #243.

Rockefeller Financial Services first reported a position in NEE in Q4 2013 and has held it in 17 quarters since. 1,383 funds tracked by Wall St. Rank hold NEE as of Q4 2017.

Rockefeller Financial Services held 20,848 shares of NextEra Energy worth $814K as of Q4 2017.
Rockefeller Financial Services left its NextEra Energy share count unchanged in Q4 2017.
NextEra Energy made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #243 holding.
Rockefeller Financial Services first reported a position in NextEra Energy in Q4 2013 and has held it in 17 quarters since.
1,383 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.