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	$5K	Buy	36 +12	+50%	+$701	﹤0.01%	4673
2019 Q3	$3K	Buy	+24	New	+$1.3K	﹤0.01%	4854

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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.