WI
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Welch Investments’s NextEra Energy NEE Stock Holding History

Welch Investments’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
Q4 		$5M Sell
128,188
-1,460
-1% -$56.4K 3.18% 15
2017
Q3 		$4.75M Buy
129,648
+104
+0.1% +$3.81K 3.27% 11
2017
Q2 		$4.54M Buy
129,544
+4,368
+3% +$149K 3.37% 9
2017
Q1 		$4.02M Buy
125,176
+5,576
+5% +$175K 3.19% 20
2016
Q4 		$3.57M Buy
+119,600
New +$3.57M 3.12% 22

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

Welch Investments's NEE Position: Q4 2017 in Review

Welch Investments reduced its NextEra Energy (NEE) stake by 1.1% in Q4 2017, selling an estimated $56.4K and leaving 128,188 shares worth $5M. The position accounts for 3.18% of the portfolio, ranked #15.

Welch Investments first reported a position in NEE in Q4 2016 and has held it in 5 quarters since. 1,382 funds tracked by Wall St. Rank hold NEE as of Q4 2017.

  • Welch Investments held 128,188 shares of NextEra Energy worth $5M as of Q4 2017.
  • Welch Investments sold 1,460 NextEra Energy shares in Q4 2017, an estimated $56.4K.
  • NextEra Energy made up 3.18% of Welch Investments's portfolio in Q4 2017, its #15 holding.
  • Welch Investments first reported a position in NextEra Energy in Q4 2016 and has held it in 5 quarters since.
  • 1,382 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.