Aviance Capital Management’s NextEra Energy NEE Stock Holding History

Aviance Capital 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	$6.69M	Sell	138,360 -39,676	-22%	-$1.81M	1%	31
2018 Q4	$7.74M	Buy	178,036 +62,524	+54%	+$2.73M	1.09%	28
2018 Q3	$4.84M	Buy	+115,512	New	+$4.92M	0.47%	56
2018 Q2	–	Sell	-292	Closed	-$12K	–	263
2018 Q1	$12K	Hold	292	–	–	﹤0.01%	224
2017 Q4	$11K	Buy	+292	New	+$11.3K	﹤0.01%	247
2014 Q1	–	Sell	-3,132	Closed	-$67K	–	362
2013 Q4	$67K	Hold	3,132	–	–	0.04%	213
2013 Q3	$63K	Buy	+3,132	New	+$64.6K	0.04%	198

Other funds holding NEE

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aviance Capital Management's NEE Position: Q1 2019 in Review

Aviance Capital Management reduced its NextEra Energy (NEE) stake by 22% in Q1 2019, selling an estimated $1.81M and leaving 138,360 shares worth $6.69M. The position accounts for 1% of the portfolio, ranked #31.

Aviance Capital Management first reported a position in NEE in Q3 2013 and has held it in 7 quarters since. The position peaked at $7.74M in Q4 2018. 1,587 funds tracked by Wall St. Rank hold NEE as of Q1 2019.

Aviance Capital Management held 138,360 shares of NextEra Energy worth $6.69M as of Q1 2019.
Aviance Capital Management sold 39,676 NextEra Energy shares in Q1 2019, an estimated $1.81M.
NextEra Energy made up 1% of Aviance Capital Management's portfolio in Q1 2019, its #31 holding.
Aviance Capital Management first reported a position in NextEra Energy in Q3 2013 and has held it in 7 quarters since.
Aviance Capital Management's NextEra Energy position peaked at $7.74M in Q4 2018.
1,587 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.