Wafra Inc’s NextEra Energy NEE Stock Holding History

Wafra Inc’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 Q1	–	Sell	-174,800	Closed	-$7.6M	–	82
2018 Q4	$7.6M	Hold	174,800	–	–	0.3%	50
2018 Q3	$7.32M	Hold	174,800	–	–	0.25%	62
2018 Q2	$7.3M	Buy	+174,800	New	+$7.06M	0.27%	58

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

Wafra Inc's NEE Position: Q1 2019 in Review

Wafra Inc sold out of NextEra Energy (NEE) in Q1 2019, closing a stake of 174,800 shares — an estimated $7.6M sold.

Wafra Inc first reported a position in NEE in Q2 2018 and held it in 3 quarters. The position peaked at $7.6M in Q4 2018. 1,586 funds tracked by Wall St. Rank hold NEE as of Q1 2019.

Wafra Inc reported no remaining NextEra Energy position as of Q1 2019 after selling out during the quarter.
Wafra Inc sold 174,800 NextEra Energy shares in Q1 2019, an estimated $7.6M.
Wafra Inc first reported a position in NextEra Energy in Q2 2018 and held it in 3 quarters.
Wafra Inc's NextEra Energy position peaked at $7.6M in Q4 2018.
1,586 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2019.

Based on Wafra Inc's 13F filing for Q1 2019, filed 13 May 2019.