Scoria Capital Partners’s NextEra Energy NEE Stock Holding History

Scoria 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
2017 Q3	$5.13M	Buy	140,000 +65,000	+87%	+$2.38M	5.76%	3
2017 Q2	$2.63M	Sell	75,000 -78,600	-51%	-$2.69M	6.43%	4
2017 Q1	$4.93M	Buy	153,600 +73,600	+92%	+$2.31M	5.18%	6
2016 Q4	$2.39M	Buy	+80,000	New	+$2.39M	3.59%	11
2015 Q1	–	Sell	-40,000	Closed	-$1.06M	–	168
2014 Q4	$1.06M	Buy	+40,000	New	+$1.01M	0.48%	71

Other funds holding NEE

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Scoria Capital Partners's NEE Position: Q3 2017 in Review

Scoria Capital Partners increased its NextEra Energy (NEE) stake by 87% in Q3 2017, buying an estimated $2.38M and bringing the position to 140,000 shares worth $5.13M. The position accounts for 5.76% of the portfolio, ranked #3.

Scoria Capital Partners first reported a position in NEE in Q4 2014 and has held it in 5 quarters since. 1,248 funds tracked by Wall St. Rank hold NEE as of Q3 2017.

Scoria Capital Partners held 140,000 shares of NextEra Energy worth $5.13M as of Q3 2017.
Scoria Capital Partners bought 65,000 NextEra Energy shares in Q3 2017, an estimated $2.38M.
NextEra Energy made up 5.76% of Scoria Capital Partners's portfolio in Q3 2017, its #3 holding.
Scoria Capital Partners first reported a position in NextEra Energy in Q4 2014 and has held it in 5 quarters since.
1,248 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2017.

Based on Scoria Capital Partners's 13F filing for Q3 2017, filed 14 Nov 2017.