Aevitas Wealth Management’s NextEra Energy NEE Stock Holding History

Aevitas Wealth 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 Q2	–	Sell	-208	Closed	-$10K	–	244
2019 Q1	$10K	Hold	208	–	–	0.01%	302
2018 Q4	$9K	Sell	208 -692	-77%	-$30.3K	0.01%	306
2018 Q3	$38K	Buy	900 +4	+0.4%	+$170	0.03%	222
2018 Q2	$37K	Sell	896 -604	-40%	-$24.4K	0.04%	221
2018 Q1	$61K	Buy	1,500 +8	+0.5%	+$308	0.06%	167
2017 Q4	$58K	Buy	+1,492	New	+$57.6K	0.06%	177

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

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

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

Aevitas Wealth Management's NEE Position: Q2 2019 in Review

Aevitas Wealth Management sold out of NextEra Energy (NEE) in Q2 2019, closing a stake of 208 shares — an estimated $10K sold.

Aevitas Wealth Management first reported a position in NEE in Q4 2017 and held it in 6 quarters. The position peaked at $61K in Q1 2018. 1,599 funds tracked by Wall St. Rank hold NEE as of Q2 2019.

Aevitas Wealth Management reported no remaining NextEra Energy position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 208 NextEra Energy shares in Q2 2019, an estimated $10K.
Aevitas Wealth Management first reported a position in NextEra Energy in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's NextEra Energy position peaked at $61K in Q1 2018.
1,599 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.