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Rothschild Capital Partners’s NextEra Energy NEE Stock Holding History

Rothschild Capital Partners’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
2016
Q2 		– Sell
-77,940
Closed -$2.31M – 75
2016
Q1 		$2.31M Buy
+77,940
New +$2.19M 1.03% 32

Other funds holding NEE

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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Rothschild Capital Partners's NEE Position: Q2 2016 in Review

Rothschild Capital Partners sold out of NextEra Energy (NEE) in Q2 2016, closing a stake of 77,940 shares — an estimated $2.31M sold.

Rothschild Capital Partners first reported a position in NEE in Q1 2016 and held it in 1 quarter. The position peaked at $2.31M in Q1 2016. 1,152 funds tracked by Wall St. Rank hold NEE as of Q2 2016.

  • Rothschild Capital Partners reported no remaining NextEra Energy position as of Q2 2016 after selling out during the quarter.
  • Rothschild Capital Partners sold 77,940 NextEra Energy shares in Q2 2016, an estimated $2.31M.
  • Rothschild Capital Partners first reported a position in NextEra Energy in Q1 2016 and held it in 1 quarter.
  • Rothschild Capital Partners's NextEra Energy position peaked at $2.31M in Q1 2016.
  • 1,152 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2016.

Based on Rothschild Capital Partners's 13F filing for Q2 2016, filed 26 Jul 2016.