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Rotella Capital Management’s NextEra Energy NEE Stock Holding History

Rotella Capital 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
2015
Q4 		– Sell
-53,128
Closed -$1.3M – 521
2015
Q3 		$1.3M Buy
+53,128
New +$1.35M 0.42% 67

Other funds holding NEE

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Rotella Capital Management's NEE Position: Q4 2015 in Review

Rotella Capital Management sold out of NextEra Energy (NEE) in Q4 2015, closing a stake of 53,128 shares — an estimated $1.3M sold.

Rotella Capital Management first reported a position in NEE in Q3 2015 and held it in 1 quarter. The position peaked at $1.3M in Q3 2015. 1,102 funds tracked by Wall St. Rank hold NEE as of Q4 2015.

  • Rotella Capital Management reported no remaining NextEra Energy position as of Q4 2015 after selling out during the quarter.
  • Rotella Capital Management sold 53,128 NextEra Energy shares in Q4 2015, an estimated $1.3M.
  • Rotella Capital Management first reported a position in NextEra Energy in Q3 2015 and held it in 1 quarter.
  • Rotella Capital Management's NextEra Energy position peaked at $1.3M in Q3 2015.
  • 1,102 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2015.

Based on Rotella Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.