Ballew Advisors’s NextEra Energy NEE Stock Holding History

Ballew 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
2018 Q4	–	Sell	-520	Closed	-$22K	–	327
2018 Q3	$22K	Hold	520	–	–	0.02%	232
2018 Q2	$22K	Hold	520	–	–	0.02%	234
2018 Q1	$21K	Buy	+520	New	+$20.1K	0.02%	241

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Ballew Advisors's NEE Position: Q4 2018 in Review

Ballew Advisors sold out of NextEra Energy (NEE) in Q4 2018, closing a stake of 520 shares — an estimated $22K sold.

Ballew Advisors first reported a position in NEE in Q1 2018 and held it in 3 quarters. The position peaked at $22K in Q3 2018. 1,547 funds tracked by Wall St. Rank hold NEE as of Q4 2018.

Ballew Advisors reported no remaining NextEra Energy position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 520 NextEra Energy shares in Q4 2018, an estimated $22K.
Ballew Advisors first reported a position in NextEra Energy in Q1 2018 and held it in 3 quarters.
Ballew Advisors's NextEra Energy position peaked at $22K in Q3 2018.
1,547 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.