Stone Ridge Asset Management’s NextEra Energy NEE Stock Holding History

Stone Ridge 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 Q1	–	Sell	-65,600	Closed	-$2.56M	–	1368
2017 Q4	$2.56M	Buy	+65,600	New	+$2.53M	0.16%	122
2015 Q1	–	Sell	-8,000	Closed	-$213K	–	182
2014 Q4	$213K	Buy	+8,000	New	+$202K	0.45%	139

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

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

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

Stone Ridge Asset Management's NEE Position: Q1 2018 in Review

Stone Ridge Asset Management sold out of NextEra Energy (NEE) in Q1 2018, closing a stake of 65,600 shares — an estimated $2.56M sold.

Stone Ridge Asset Management first reported a position in NEE in Q4 2014 and held it in 2 quarters. The position peaked at $2.56M in Q4 2017. 1,416 funds tracked by Wall St. Rank hold NEE as of Q1 2018.

Stone Ridge Asset Management reported no remaining NextEra Energy position as of Q1 2018 after selling out during the quarter.
Stone Ridge Asset Management sold 65,600 NextEra Energy shares in Q1 2018, an estimated $2.56M.
Stone Ridge Asset Management first reported a position in NextEra Energy in Q4 2014 and held it in 2 quarters.
Stone Ridge Asset Management's NextEra Energy position peaked at $2.56M in Q4 2017.
1,416 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2018.

Based on Stone Ridge Asset Management's 13F filing for Q1 2018, filed 14 May 2018.