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Allegis Investment Advisors’s NextEra Energy NEE Stock Holding History

Allegis Investment Advisors’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
2018
Q1 		– Sell
-5,640
Closed -$220K – 230
2017
Q4 		$220K Buy
+5,640
New +$218K 0.06% 208
2016
Q1 		– Sell
-616
Closed -$16K – 665
2015
Q4 		$16K Buy
+616
New +$15.6K 0.01% 557

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Allegis Investment Advisors's NEE Position: Q1 2018 in Review

Allegis Investment Advisors sold out of NextEra Energy (NEE) in Q1 2018, closing a stake of 5,640 shares — an estimated $220K sold.

Allegis Investment Advisors first reported a position in NEE in Q4 2015 and held it in 2 quarters. The position peaked at $220K in Q4 2017. 1,417 funds tracked by Wall St. Rank hold NEE as of Q1 2018.

  • Allegis Investment Advisors reported no remaining NextEra Energy position as of Q1 2018 after selling out during the quarter.
  • Allegis Investment Advisors sold 5,640 NextEra Energy shares in Q1 2018, an estimated $220K.
  • Allegis Investment Advisors first reported a position in NextEra Energy in Q4 2015 and held it in 2 quarters.
  • Allegis Investment Advisors's NextEra Energy position peaked at $220K in Q4 2017.
  • 1,417 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.