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Ancora Family Wealth Advisors’s NextEra Energy NEE Stock Holding History

Ancora Family Wealth 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
2016
Q3 		$264K Buy
8,620
+1,000
+13% +$31.5K 0.09% 182
2016
Q2 		$248K Hold
7,620
– – 0.09% 166
2016
Q1 		$225K Buy
+7,620
New +$214K 0.09% 161

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ancora Family Wealth Advisors's NEE Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its NextEra Energy (NEE) stake by 13% in Q3 2016, buying an estimated $31.5K and bringing the position to 8,620 shares worth $264K. The position accounts for 0.09% of the portfolio, ranked #182.

Ancora Family Wealth Advisors first reported a position in NEE in Q1 2016 and has held it in 3 quarters since. 1,144 funds tracked by Wall St. Rank hold NEE as of Q3 2016.

  • Ancora Family Wealth Advisors held 8,620 shares of NextEra Energy worth $264K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 1,000 NextEra Energy shares in Q3 2016, an estimated $31.5K.
  • NextEra Energy made up 0.09% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #182 holding.
  • Ancora Family Wealth Advisors first reported a position in NextEra Energy in Q1 2016 and has held it in 3 quarters since.
  • 1,144 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.