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SII Investments’s NextEra Energy NEE Stock Holding History

SII Investments’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
Q1 		– Sell
-32,556
Closed -$1.27M – 217
2017
Q4 		$1.27M Sell
32,556
-28,956
-47% -$1.12M 0.13% 126
2017
Q3 		$2.25M Buy
61,512
+3,180
+5% +$116K 0.13% 140
2017
Q2 		$2.04M Buy
58,332
+11,836
+25% +$405K 0.13% 142
2017
Q1 		$1.5M Sell
46,496
-1,744
-4% -$54.8K 0.1% 154
2016
Q4 		$1.44M Sell
48,240
-36
-0.1% -$1.08K 0.11% 152
2016
Q3 		$1.47M Sell
48,276
-12,472
-21% -$393K 0.11% 141
2016
Q2 		$1.98M Sell
60,748
-1,776
-3% -$53.3K 0.16% 122
2016
Q1 		$1.85M Buy
62,524
+6,216
+11% +$174K 0.17% 114
2015
Q4 		$1.46M Buy
56,308
+14,584
+35% +$369K 0.18% 102
2015
Q3 		$1.02M Buy
41,724
+2,544
+6% +$64.7K 0.12% 172
2015
Q2 		$963K Sell
39,180
-3,716
-9% -$94.5K 0.11% 175
2015
Q1 		$1.11M Sell
42,896
-2,364
-5% -$62.4K 0.13% 162
2014
Q4 		$1.21M Buy
45,260
+6,484
+17% +$164K 0.16% 153
2014
Q3 		$906K Sell
38,776
-740
-2% -$17.9K 0.12% 180
2014
Q2 		$1M Sell
39,516
-868
-2% -$21.1K 0.14% 164
2014
Q1 		$910K Buy
40,384
+596
+1% +$13.5K 0.17% 144
2013
Q4 		$855K Buy
39,788
+1,136
+3% +$23.9K 0.15% 162
2013
Q3 		$773K Sell
38,652
-1,280
-3% -$26.4K 0.18% 141
2013
Q2 		$808K Buy
+39,932
New +$792K 0.17% 153

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SII Investments's NEE Position: Q1 2018 in Review

SII Investments sold out of NextEra Energy (NEE) in Q1 2018, closing a stake of 32,556 shares — an estimated $1.27M sold.

SII Investments first reported a position in NEE in Q2 2013 and held it in 19 quarters. The position peaked at $2.25M in Q3 2017. 1,416 funds tracked by Wall St. Rank hold NEE as of Q1 2018.

  • SII Investments reported no remaining NextEra Energy position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 32,556 NextEra Energy shares in Q1 2018, an estimated $1.27M.
  • SII Investments first reported a position in NextEra Energy in Q2 2013 and held it in 19 quarters.
  • SII Investments's NextEra Energy position peaked at $2.25M in Q3 2017.
  • 1,416 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.