Stevens First Principles Investment Advisors’s NextEra Energy NEE Stock Holding History

Stevens First Principles Investment Advisors’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 Q2	$6.23M	Sell	121,620 -380	-0.3%	-$18.7K	3.62%	7
2019 Q1	$5.9M	Sell	122,000 -1,660	-1%	-$75.9K	3.51%	7
2018 Q4	$5.37M	Sell	123,660 -544	-0.4%	-$23.8K	3.64%	6
2018 Q3	$5.2M	Sell	124,204 -300	-0.2%	-$12.8K	2.99%	10
2018 Q2	$5.2M	Sell	124,504 -2,480	-2%	-$100K	3.13%	10
2018 Q1	$5.18M	Sell	126,984 -716	-0.6%	-$27.6K	3.17%	9
2017 Q4	$4.99M	Sell	127,700 -120	-0.1%	-$4.63K	2.68%	11
2017 Q3	$4.68M	Sell	127,820 -536	-0.4%	-$19.6K	2.55%	12
2017 Q2	$4.5M	Sell	128,356 -2,380	-2%	-$81.3K	2.65%	11
2017 Q1	$4.2M	Sell	130,736 -596	-0.5%	-$18.7K	2.67%	12
2016 Q4	$3.92M	Hold	131,332	–	–	2.72%	11
2016 Q3	$4.02M	Sell	131,332 -1,820	-1%	-$57.3K	2.9%	11
2016 Q2	$4.34M	Sell	133,152 -520	-0.4%	-$15.6K	3.24%	9
2016 Q1	$3.96M	Sell	133,672 -4,536	-3%	-$127K	3.19%	11
2015 Q4	$3.59M	Sell	138,208 -420	-0.3%	-$10.6K	3.05%	11
2015 Q3	$3.38M	Sell	138,628 -700	-0.5%	-$17.8K	2.7%	12
2015 Q2	$3.42M	Sell	139,328 -3,080	-2%	-$78.3K	2.21%	14
2015 Q1	$3.7M	Sell	142,408 -160	-0.1%	-$4.22K	2.39%	14
2014 Q4	$3.79M	Sell	142,568 -3,060	-2%	-$77.3K	2.5%	11
2014 Q3	$3.42M	Sell	145,628 -140	-0.1%	-$3.38K	1.91%	19
2014 Q2	$3.73M	Sell	145,768 -920	-0.6%	-$22.4K	2.05%	18
2014 Q1	$3.51M	Sell	146,688 -1,668	-1%	-$37.8K	2.27%	17
2013 Q4	$3.18M	Sell	148,356 -2,740	-2%	-$57.8K	1.88%	20
2013 Q3	$3.03M	Sell	151,096 -580	-0.4%	-$12K	1.8%	21
2013 Q2	$3.09M	Buy	+151,676	New	+$3.01M	2.18%	17

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Stevens First Principles Investment Advisors's NEE Position: Q2 2019 in Review

Stevens First Principles Investment Advisors reduced its NextEra Energy (NEE) stake by 0.31% in Q2 2019, selling an estimated $18.7K and leaving 121,620 shares worth $6.23M. The position accounts for 3.62% of the portfolio, ranked #7.

Stevens First Principles Investment Advisors first reported a position in NEE in Q2 2013 and has held it in 25 quarters since. 1,599 funds tracked by Wall St. Rank hold NEE as of Q2 2019.

Stevens First Principles Investment Advisors held 121,620 shares of NextEra Energy worth $6.23M as of Q2 2019.
Stevens First Principles Investment Advisors sold 380 NextEra Energy shares in Q2 2019, an estimated $18.7K.
NextEra Energy made up 3.62% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #7 holding.
Stevens First Principles Investment Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 25 quarters since.
1,599 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.