Schaller Investment Group’s NextEra Energy NEE Stock Holding History

Schaller Investment Group’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
2019 Q4	$614K	Hold	10,136	–	–	0.64%	19
2019 Q3	$590K	Hold	10,136	–	–	0.49%	21
2019 Q2	$519K	Hold	10,136	–	–	0.4%	21
2019 Q1	$490K	Hold	10,136	–	–	0.36%	23
2018 Q4	$440K	Hold	10,136	–	–	0.33%	23
2018 Q3	$425K	Hold	10,136	–	–	0.24%	25
2018 Q2	$423K	Hold	10,136	–	–	0.24%	23
2018 Q1	$414K	Hold	10,136	–	–	0.24%	24
2017 Q4	$396K	Hold	10,136	–	–	0.2%	33
2017 Q3	$371K	Hold	10,136	–	–	0.19%	36
2017 Q2	$355K	Hold	10,136	–	–	0.18%	36
2017 Q1	$325K	Hold	10,136	–	–	0.17%	36
2016 Q4	$303K	Hold	10,136	–	–	0.16%	36
2016 Q3	$310K	Hold	10,136	–	–	0.23%	29
2016 Q2	$330K	Hold	10,136	–	–	0.24%	30
2016 Q1	$300K	Hold	10,136	–	–	0.19%	34
2015 Q4	$263K	Hold	10,136	–	–	0.15%	35
2015 Q3	$247K	Hold	10,136	–	–	0.17%	36
2015 Q2	$248K	Hold	10,136	–	–	0.15%	37
2015 Q1	$264K	Hold	10,136	–	–	0.16%	37
2014 Q4	$269K	Hold	10,136	–	–	0.16%	35
2014 Q3	$238K	Hold	10,136	–	–	0.14%	39
2014 Q2	$260K	Hold	10,136	–	–	0.15%	41
2014 Q1	$242K	Hold	10,136	–	–	0.15%	41
2013 Q4	$217K	Hold	10,136	–	–	0.14%	45
2013 Q3	$203K	Hold	10,136	–	–	0.14%	42
2013 Q2	$206K	Buy	+10,136	New	+$201K	0.14%	47

Other funds holding NEE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schaller Investment Group's NEE Position: Q4 2019 in Review

Schaller Investment Group held its NextEra Energy (NEE) position steady in Q4 2019 at 10,136 shares worth $614K. The position accounts for 0.64% of the portfolio, ranked #19.

Schaller Investment Group first reported a position in NEE in Q2 2013 and has held it in 27 quarters since. 1,785 funds tracked by Wall St. Rank hold NEE as of Q4 2019.

Schaller Investment Group held 10,136 shares of NextEra Energy worth $614K as of Q4 2019.
Schaller Investment Group left its NextEra Energy share count unchanged in Q4 2019.
NextEra Energy made up 0.64% of Schaller Investment Group's portfolio in Q4 2019, its #19 holding.
Schaller Investment Group first reported a position in NextEra Energy in Q2 2013 and has held it in 27 quarters since.
1,785 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2019.

Based on Schaller Investment Group's 13F filing for Q4 2019, filed 12 Feb 2020.