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Shamrock Asset Management’s NextEra Energy NEE Stock Holding History

Shamrock Asset 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
2018
Q4 		– Sell
-1,600
Closed -$67K – 250
2018
Q3 		$67K Hold
1,600
– – 0.04% 127
2018
Q2 		$67K Hold
1,600
– – 0.04% 131
2018
Q1 		$64K Buy
+1,600
New +$61.7K 0.04% 133

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Shamrock Asset Management's NEE Position: Q4 2018 in Review

Shamrock Asset Management sold out of NextEra Energy (NEE) in Q4 2018, closing a stake of 1,600 shares — an estimated $67K sold.

Shamrock Asset Management first reported a position in NEE in Q1 2018 and held it in 3 quarters. The position peaked at $67K in Q3 2018. 1,547 funds tracked by Wall St. Rank hold NEE as of Q4 2018.

  • Shamrock Asset Management reported no remaining NextEra Energy position as of Q4 2018 after selling out during the quarter.
  • Shamrock Asset Management sold 1,600 NextEra Energy shares in Q4 2018, an estimated $67K.
  • Shamrock Asset Management first reported a position in NextEra Energy in Q1 2018 and held it in 3 quarters.
  • Shamrock Asset Management's NextEra Energy position peaked at $67K in Q3 2018.
  • 1,547 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2018.

Based on Shamrock Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.