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Ronald Blue & Co’s NextEra Energy NEE Stock Holding History

Ronald Blue & Co’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
Q2 		$982K Buy
28,028
+2,816
+11% +$96.3K 0.03% 76
2017
Q1 		$809K Buy
25,212
+664
+3% +$20.9K 0.03% 87
2016
Q4 		$733K Sell
24,548
-400
-2% -$12K 0.03% 92
2016
Q3 		$763K Sell
24,948
-616
-2% -$19.4K 0.03% 86
2016
Q2 		$833K Buy
25,564
+14,348
+128% +$431K 0.04% 79
2016
Q1 		$333K Sell
11,216
-3,652
-25% -$103K 0.02% 129
2015
Q4 		$386K Sell
14,868
-20,856
-58% -$528K 0.02% 108
2015
Q3 		$871K Sell
35,724
-8,744
-20% -$222K 0.05% 85
2015
Q2 		$1.09M Buy
44,468
+2,356
+6% +$59.9K 0.05% 77
2015
Q1 		$1.1M Buy
42,112
+3,456
+9% +$91.2K 0.05% 78
2014
Q4 		$1.03M Buy
38,656
+728
+2% +$18.4K 0.05% 85
2014
Q3 		$891K Buy
37,928
+6,780
+22% +$164K 0.06% 84
2014
Q2 		$798K Buy
31,148
+1,460
+5% +$35.5K 0.05% 101
2014
Q1 		$710K Buy
29,688
+972
+3% +$22K 0.05% 110
2013
Q4 		$615K Buy
28,716
+860
+3% +$18.1K 0.05% 119
2013
Q3 		$558K Buy
27,856
+20,704
+289% +$427K 0.05% 111
2013
Q2 		$146K Buy
+7,152
New +$142K 0.01% 152

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

Ronald Blue & Co's NEE Position: Q2 2017 in Review

Ronald Blue & Co increased its NextEra Energy (NEE) stake by 11% in Q2 2017, buying an estimated $96.3K and bringing the position to 28,028 shares worth $982K. The position accounts for 0.03% of the portfolio, ranked #76.

Ronald Blue & Co first reported a position in NEE in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.1M in Q1 2015. 1,223 funds tracked by Wall St. Rank hold NEE as of Q2 2017.

  • Ronald Blue & Co held 28,028 shares of NextEra Energy worth $982K as of Q2 2017.
  • Ronald Blue & Co bought 2,816 NextEra Energy shares in Q2 2017, an estimated $96.3K.
  • NextEra Energy made up 0.03% of Ronald Blue & Co's portfolio in Q2 2017, its #76 holding.
  • Ronald Blue & Co first reported a position in NextEra Energy in Q2 2013 and has held it in 17 quarters since.
  • Ronald Blue & Co's NextEra Energy position peaked at $1.1M in Q1 2015.
  • 1,223 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.