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TLP Group’s NextEra Energy NEE Stock Holding History

TLP Group’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
-608
Closed -$25K – 270
2018
Q3 		$25K Buy
+608
New +$25.9K 0.04% 287
2018
Q1 		– Sell
-56
Closed -$2K – 547
2017
Q4 		$2K Buy
+56
New +$2.16K ﹤0.01% 521
2016
Q2 		– Sell
-21,200
Closed -$627K – 385
2016
Q1 		$627K Buy
+21,200
New +$595K 0.38% 34

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

TLP Group's NEE Position: Q4 2018 in Review

TLP Group sold out of NextEra Energy (NEE) in Q4 2018, closing a stake of 608 shares — an estimated $25K sold.

TLP Group first reported a position in NEE in Q1 2016 and held it in 3 quarters. The position peaked at $627K in Q1 2016. 1,547 funds tracked by Wall St. Rank hold NEE as of Q4 2018.

  • TLP Group reported no remaining NextEra Energy position as of Q4 2018 after selling out during the quarter.
  • TLP Group sold 608 NextEra Energy shares in Q4 2018, an estimated $25K.
  • TLP Group first reported a position in NextEra Energy in Q1 2016 and held it in 3 quarters.
  • TLP Group's NextEra Energy position peaked at $627K in Q1 2016.
  • 1,547 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2018.

Based on TLP Group's 13F filing for Q4 2018, filed 14 Feb 2019.