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Aris Wealth Services’s NextEra Energy NEE Stock Holding History

Aris Wealth Services’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
2015
Q3 		$47K Sell
1,932
-300
-13% -$7.63K 0.1% 90
2015
Q2 		$55K Hold
2,232
– – 0.05% 199
2015
Q1 		$58K Buy
+2,232
New +$58.9K 0.05% 192

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 $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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aris Wealth Services's NEE Position: Q3 2015 in Review

Aris Wealth Services reduced its NextEra Energy (NEE) stake by 13% in Q3 2015, selling an estimated $7.63K and leaving 1,932 shares worth $47K. The position accounts for 0.1% of the portfolio, ranked #90.

Aris Wealth Services first reported a position in NEE in Q1 2015 and has held it in 3 quarters since. The position peaked at $58K in Q1 2015. 1,078 funds tracked by Wall St. Rank hold NEE as of Q3 2015.

  • Aris Wealth Services held 1,932 shares of NextEra Energy worth $47K as of Q3 2015.
  • Aris Wealth Services sold 300 NextEra Energy shares in Q3 2015, an estimated $7.63K.
  • NextEra Energy made up 0.1% of Aris Wealth Services's portfolio in Q3 2015, its #90 holding.
  • Aris Wealth Services first reported a position in NextEra Energy in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's NextEra Energy position peaked at $58K in Q1 2015.
  • 1,078 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.