Advantage Investment Management’s NextEra Energy NEE Stock Holding History

Advantage Investment 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	$151K	Sell	2,584 -444	-15%	-$24K	0.12%	175
2019 Q2	$155K	Hold	3,028	–	–	0.12%	171
2019 Q1	$146K	Sell	3,028 -652	-18%	-$29.8K	0.11%	183
2018 Q4	$160K	Hold	3,680	–	–	0.12%	160
2018 Q3	$154K	Sell	3,680 -156	-4%	-$6.64K	0.1%	185
2018 Q2	$160K	Sell	3,836 -948	-20%	-$38.3K	0.12%	153
2018 Q1	$195K	Buy	4,784 +272	+6%	+$10.5K	0.07%	160
2017 Q4	$176K	Sell	4,512 -1,368	-23%	-$52.8K	0.05%	195
2017 Q3	$215K	Sell	5,880 -284	-5%	-$10.4K	0.07%	163
2017 Q2	$216K	Buy	6,164 +580	+10%	+$19.8K	0.08%	153
2017 Q1	$179K	Sell	5,584 -264	-5%	-$8.3K	0.07%	155
2016 Q4	$175K	Sell	5,848 -80	-1%	-$2.39K	0.06%	150
2016 Q3	$181K	Buy	5,928 +604	+11%	+$19K	0.07%	142
2016 Q2	$174K	Hold	5,324	–	–	0.08%	147
2016 Q1	$158K	Buy	5,324 +500	+10%	+$14K	0.07%	159
2015 Q4	$125K	Sell	4,824 -140	-3%	-$3.54K	0.06%	194
2015 Q3	$121K	Sell	4,964 -20	-0.4%	-$509	0.07%	179
2015 Q2	$122K	Hold	4,984	–	–	0.06%	205
2015 Q1	$130K	Buy	4,984 +836	+20%	+$22.1K	0.07%	187
2014 Q4	$110K	Buy	+4,148	New	+$105K	0.08%	199

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Advantage Investment Management's NEE Position: Q3 2019 in Review

Advantage Investment Management reduced its NextEra Energy (NEE) stake by 15% in Q3 2019, selling an estimated $24K and leaving 2,584 shares worth $151K. The position accounts for 0.12% of the portfolio, ranked #175.

Advantage Investment Management first reported a position in NEE in Q4 2014 and has held it in 20 quarters since. The position peaked at $216K in Q2 2017. 1,635 funds tracked by Wall St. Rank hold NEE as of Q3 2019.

Advantage Investment Management held 2,584 shares of NextEra Energy worth $151K as of Q3 2019.
Advantage Investment Management sold 444 NextEra Energy shares in Q3 2019, an estimated $24K.
NextEra Energy made up 0.12% of Advantage Investment Management's portfolio in Q3 2019, its #175 holding.
Advantage Investment Management first reported a position in NextEra Energy in Q4 2014 and has held it in 20 quarters since.
Advantage Investment Management's NextEra Energy position peaked at $216K in Q2 2017.
1,635 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.