Asset Planning Services (Pennsylvania)’s NextEra Energy NEE Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017 Q4	–	Sell	-600	Closed	-$22K	–	294
2017 Q3	$22K	Hold	600	–	–	0.01%	193
2017 Q2	$21K	Hold	600	–	–	0.01%	182
2017 Q1	$19K	Hold	600	–	–	0.01%	188
2016 Q4	$18K	Hold	600	–	–	0.01%	167
2016 Q3	$18K	Hold	600	–	–	0.02%	166
2016 Q2	$20K	Hold	600	–	–	0.02%	168
2016 Q1	$18K	Hold	600	–	–	0.02%	169
2015 Q4	$16K	Hold	600	–	–	0.02%	142
2015 Q3	$15K	Hold	600	–	–	0.02%	137
2015 Q2	$15K	Buy	+600	New	+$15.3K	0.01%	162

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s NEE Position: Q4 2017 in Review

Asset Planning Services (Pennsylvania) sold out of NextEra Energy (NEE) in Q4 2017, closing a stake of 600 shares — an estimated $22K sold.

Asset Planning Services (Pennsylvania) first reported a position in NEE in Q2 2015 and held it in 10 quarters. The position peaked at $22K in Q3 2017. 1,382 funds tracked by Wall St. Rank hold NEE as of Q4 2017.

Asset Planning Services (Pennsylvania) reported no remaining NextEra Energy position as of Q4 2017 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 600 NextEra Energy shares in Q4 2017, an estimated $22K.
Asset Planning Services (Pennsylvania) first reported a position in NextEra Energy in Q2 2015 and held it in 10 quarters.
Asset Planning Services (Pennsylvania)'s NextEra Energy position peaked at $22K in Q3 2017.
1,382 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2017, filed 1 Feb 2018.