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Advisor Group’s NextEra Energy NEE Stock Holding History

Advisor Group’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 		$17.2M Sell
283,492
-5,772
-2% -$337K 0.12% 160
2019
Q3 		$16.9M Buy
289,264
+31,152
+12% +$1.69M 0.12% 150
2019
Q2 		$13.2M Buy
258,112
+22,700
+10% +$1.12M 0.1% 178
2019
Q1 		$11.4M Buy
235,412
+1,748
+0.7% +$79.9K 0.09% 189
2018
Q4 		$10.2M Buy
233,664
+44,684
+24% +$1.95M 0.1% 175
2018
Q3 		$7.93M Buy
188,980
+41,668
+28% +$1.77M 0.08% 215
2018
Q2 		$6.16M Buy
147,312
+9,104
+7% +$368K 0.08% 217
2018
Q1 		$5.65M Buy
138,208
+72
+0.1% +$2.78K 0.08% 224
2017
Q4 		$5.4M Buy
138,136
+34,148
+33% +$1.32M 0.07% 242
2017
Q3 		$3.81M Buy
103,988
+20,544
+25% +$753K 0.06% 297
2017
Q2 		$2.92M Buy
83,444
+8,516
+11% +$291K 0.05% 357
2017
Q1 		$2.41M Sell
74,928
-14,084
-16% -$443K 0.05% 397
2016
Q4 		$2.66M Sell
89,012
-2,976
-3% -$88.9K 0.06% 343
2016
Q3 		$2.81M Buy
91,988
+2,104
+2% +$66.3K 0.07% 309
2016
Q2 		$2.93M Buy
+89,884
New +$2.7M 0.08% 281

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

Advisor Group's NEE Position: Q4 2019 in Review

Advisor Group reduced its NextEra Energy (NEE) stake by 2% in Q4 2019, selling an estimated $337K and leaving 283,492 shares worth $17.2M. The position accounts for 0.12% of the portfolio, ranked #160.

Advisor Group first reported a position in NEE in Q2 2016 and has held it in 15 quarters since. 1,784 funds tracked by Wall St. Rank hold NEE as of Q4 2019.

  • Advisor Group held 283,492 shares of NextEra Energy worth $17.2M as of Q4 2019.
  • Advisor Group sold 5,772 NextEra Energy shares in Q4 2019, an estimated $337K.
  • NextEra Energy made up 0.12% of Advisor Group's portfolio in Q4 2019, its #160 holding.
  • Advisor Group first reported a position in NextEra Energy in Q2 2016 and has held it in 15 quarters since.
  • 1,784 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.