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Whitnell & Co’s NextEra Energy NEE Stock Holding History

Whitnell & Co’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
Q4 		$1.83M Hold
30,228
– – 0.56% 56
2019
Q3 		$1.76M Sell
30,228
-600
-2% -$32.5K 0.59% 55
2019
Q2 		$1.58M Hold
30,828
– – 0.59% 55
2019
Q1 		$1.49M Sell
30,828
-800
-3% -$36.6K 0.57% 54
2018
Q4 		$1.37M Sell
31,628
-596
-2% -$26.1K 0.61% 50
2018
Q3 		$1.35M Sell
32,224
-6,024
-16% -$256K 0.53% 53
2018
Q2 		$1.6M Sell
38,248
-1,464
-4% -$59.1K 0.66% 47
2018
Q1 		$1.62M Sell
39,712
-520
-1% -$20.1K 0.68% 46
2017
Q4 		$1.57M Sell
40,232
-4,600
-10% -$178K 0.66% 50
2017
Q3 		$1.64M Sell
44,832
-280
-0.6% -$10.3K 0.72% 50
2017
Q2 		$1.58M Hold
45,112
– – 0.7% 50
2017
Q1 		$1.45M Buy
45,112
+1,160
+3% +$36.5K 0.65% 53
2016
Q4 		$1.31M Sell
43,952
-10,068
-19% -$301K 0.61% 56
2016
Q3 		$1.65M Sell
54,020
-4,312
-7% -$136K 0.56% 51
2016
Q2 		$1.9M Hold
58,332
– – 0.62% 47
2016
Q1 		$1.73M Hold
58,332
– – 0.64% 48
2015
Q4 		$1.51M Sell
58,332
-400
-0.7% -$10.1K 0.57% 54
2015
Q3 		$1.43M Sell
58,732
-300
-0.5% -$7.63K 0.56% 54
2015
Q2 		$1.45M Hold
59,032
– – 0.52% 56
2015
Q1 		$1.54M Sell
59,032
-2,000
-3% -$52.8K 0.57% 49
2014
Q4 		$1.62M Buy
61,032
+800
+1% +$20.2K 0.61% 50
2014
Q3 		$1.41M Hold
60,232
– – 0.56% 49
2014
Q2 		$1.54M Sell
60,232
-1,600
-3% -$38.9K 0.71% 44
2014
Q1 		$1.48M Sell
61,832
-3,600
-6% -$81.6K 0.69% 46
2013
Q4 		$1.4M Sell
65,432
-400
-0.6% -$8.43K 0.64% 48
2013
Q3 		$1.32M Hold
65,832
– – 0.65% 48
2013
Q2 		$1.34M Buy
+65,832
New +$1.31M 0.67% 46

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whitnell & Co's NEE Position: Q4 2019 in Review

Whitnell & Co held its NextEra Energy (NEE) position steady in Q4 2019 at 30,228 shares worth $1.83M. The position accounts for 0.56% of the portfolio, ranked #56.

Whitnell & Co first reported a position in NEE in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.9M in Q2 2016. 1,784 funds tracked by Wall St. Rank hold NEE as of Q4 2019.

  • Whitnell & Co held 30,228 shares of NextEra Energy worth $1.83M as of Q4 2019.
  • Whitnell & Co left its NextEra Energy share count unchanged in Q4 2019.
  • NextEra Energy made up 0.56% of Whitnell & Co's portfolio in Q4 2019, its #56 holding.
  • Whitnell & Co first reported a position in NextEra Energy in Q2 2013 and has held it in 27 quarters since.
  • Whitnell & Co's NextEra Energy position peaked at $1.9M in Q2 2016.
  • 1,784 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.