BPWA
NEE icon

Beacon Pointe Wealth Advisors’s NextEra Energy NEE Stock Holding History

Beacon Pointe 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
2019
Q3 		– Sell
-5,256
Closed -$270K – 281
2019
Q2 		$270K Buy
+5,256
New +$259K 0.06% 223

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Pointe Wealth Advisors's NEE Position: Q3 2019 in Review

Beacon Pointe Wealth Advisors sold out of NextEra Energy (NEE) in Q3 2019, closing a stake of 5,256 shares — an estimated $270K sold.

Beacon Pointe Wealth Advisors first reported a position in NEE in Q2 2019 and held it in 1 quarter. The position peaked at $270K in Q2 2019. 1,635 funds tracked by Wall St. Rank hold NEE as of Q3 2019.

  • Beacon Pointe Wealth Advisors reported no remaining NextEra Energy position as of Q3 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 5,256 NextEra Energy shares in Q3 2019, an estimated $270K.
  • Beacon Pointe Wealth Advisors first reported a position in NextEra Energy in Q2 2019 and held it in 1 quarter.
  • Beacon Pointe Wealth Advisors's NextEra Energy position peaked at $270K in Q2 2019.
  • 1,635 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.