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Wasatch Advisors’s NextEra Energy NEE Stock Holding History

Wasatch 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
2013
Q3 		– Sell
-1,004,668
Closed -$20.5M – 384
2013
Q2 		$20.5M Buy
+1,004,668
New +$19.9M 0.22% 145

Other funds holding NEE

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wasatch Advisors's NEE Position: Q3 2013 in Review

Wasatch Advisors sold out of NextEra Energy (NEE) in Q3 2013, closing a stake of 1,004,668 shares — an estimated $20.5M sold.

Wasatch Advisors first reported a position in NEE in Q2 2013 and held it in 1 quarter. The position peaked at $20.5M in Q2 2013. 901 funds tracked by Wall St. Rank hold NEE as of Q3 2013.

  • Wasatch Advisors reported no remaining NextEra Energy position as of Q3 2013 after selling out during the quarter.
  • Wasatch Advisors sold 1,004,668 NextEra Energy shares in Q3 2013, an estimated $20.5M.
  • Wasatch Advisors first reported a position in NextEra Energy in Q2 2013 and held it in 1 quarter.
  • Wasatch Advisors's NextEra Energy position peaked at $20.5M in Q2 2013.
  • 901 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2013.

Based on Wasatch Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.