Waterstone Capital Management’s NextEra Energy NEE Stock Holding History

Waterstone Capital 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
2019 Q3	–	Sell	-95,800	Closed	-$4.91M	–	7
2019 Q2	$4.91M	Sell	95,800 -222,000	-70%	-$10.9M	7.61%	6
2019 Q1	$15.4M	Hold	317,800	–	–	22.46%	2
2018 Q4	$14.2M	Buy	+317,800	New	+$13.9M	23.85%	2
2017 Q1	–	Sell	-72,000	Closed	-$2.15M	–	23
2016 Q4	$2.15M	Hold	72,000	–	–	1.05%	17
2016 Q3	$2.23M	Hold	72,000	–	–	1.14%	17
2016 Q2	$2.35M	Buy	+72,000	New	+$2.16M	1.11%	16

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waterstone Capital Management's NEE Position: Q3 2019 in Review

Waterstone Capital Management sold out of NextEra Energy (NEE) in Q3 2019, closing a stake of 95,800 shares — an estimated $4.91M sold.

Waterstone Capital Management first reported a position in NEE in Q2 2016 and held it in 6 quarters. The position peaked at $15.4M in Q1 2019. 1,636 funds tracked by Wall St. Rank hold NEE as of Q3 2019.

Waterstone Capital Management reported no remaining NextEra Energy position as of Q3 2019 after selling out during the quarter.
Waterstone Capital Management sold 95,800 NextEra Energy shares in Q3 2019, an estimated $4.91M.
Waterstone Capital Management first reported a position in NextEra Energy in Q2 2016 and held it in 6 quarters.
Waterstone Capital Management's NextEra Energy position peaked at $15.4M in Q1 2019.
1,636 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2019.

Based on Waterstone Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.