SFM
NEE icon

Systematic Financial Management’s NextEra Energy NEE Stock Holding History

Systematic Financial 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
2017
Q2 		– Sell
-99,824
Closed -$3.2M – 671
2017
Q1 		$3.2M Buy
99,824
+12,912
+15% +$406K 0.06% 294
2016
Q4 		$2.6M Buy
+86,912
New +$2.6M 0.04% 331

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Systematic Financial Management's NEE Position: Q2 2017 in Review

Systematic Financial Management sold out of NextEra Energy (NEE) in Q2 2017, closing a stake of 99,824 shares — an estimated $3.2M sold.

Systematic Financial Management first reported a position in NEE in Q4 2016 and held it in 2 quarters. The position peaked at $3.2M in Q1 2017. 1,222 funds tracked by Wall St. Rank hold NEE as of Q2 2017.

  • Systematic Financial Management reported no remaining NextEra Energy position as of Q2 2017 after selling out during the quarter.
  • Systematic Financial Management sold 99,824 NextEra Energy shares in Q2 2017, an estimated $3.2M.
  • Systematic Financial Management first reported a position in NextEra Energy in Q4 2016 and held it in 2 quarters.
  • Systematic Financial Management's NextEra Energy position peaked at $3.2M in Q1 2017.
  • 1,222 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2017.

Based on Systematic Financial Management's 13F filing for Q2 2017, filed 10 Aug 2017.