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Alterna Wealth Management’s NextEra Energy NEE Stock Holding History

Alterna 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
Q1 		– Sell
-17,504
Closed -$613K – 255
2018
Q4 		$613K Buy
+17,504
New +$765K 0.1% 146

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Alterna Wealth Management's NEE Position: Q1 2019 in Review

Alterna Wealth Management sold out of NextEra Energy (NEE) in Q1 2019, closing a stake of 17,504 shares — an estimated $613K sold.

Alterna Wealth Management first reported a position in NEE in Q4 2018 and held it in 1 quarter. The position peaked at $613K in Q4 2018. 1,586 funds tracked by Wall St. Rank hold NEE as of Q1 2019.

  • Alterna Wealth Management reported no remaining NextEra Energy position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 17,504 NextEra Energy shares in Q1 2019, an estimated $613K.
  • Alterna Wealth Management first reported a position in NextEra Energy in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's NextEra Energy position peaked at $613K in Q4 2018.
  • 1,586 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.