BKS Advisors’s NextEra Energy NEE Stock Holding History

BKS 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 Q1	$2.43M	Sell	50,216 -2,440	-5%	-$112K	0.98%	33
2018 Q4	$2.29M	Sell	52,656 -3,588	-6%	-$157K	1.04%	31
2018 Q3	$2.36M	Buy	56,244 +200	+0.4%	+$8.51K	0.87%	36
2018 Q2	$2.34M	Buy	56,044 +176	+0.3%	+$7.11K	0.83%	36
2018 Q1	$2.28M	Buy	55,868 +220	+0.4%	+$8.48K	0.83%	38
2017 Q4	$2.17M	Buy	+55,648	New	+$2.15M	0.79%	42

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

BKS Advisors's NEE Position: Q1 2019 in Review

BKS Advisors reduced its NextEra Energy (NEE) stake by 4.6% in Q1 2019, selling an estimated $112K and leaving 50,216 shares worth $2.43M. The position accounts for 0.98% of the portfolio, ranked #33.

BKS Advisors first reported a position in NEE in Q4 2017 and has held it in 6 quarters since. 1,586 funds tracked by Wall St. Rank hold NEE as of Q1 2019.

BKS Advisors held 50,216 shares of NextEra Energy worth $2.43M as of Q1 2019.
BKS Advisors sold 2,440 NextEra Energy shares in Q1 2019, an estimated $112K.
NextEra Energy made up 0.98% of BKS Advisors's portfolio in Q1 2019, its #33 holding.
BKS Advisors first reported a position in NextEra Energy in Q4 2017 and has held it in 6 quarters since.
1,586 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.