Bridgewater Wealth & Financial Management’s NextEra Energy NEE Stock Holding History

Bridgewater Wealth & Financial 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
2017 Q3	–	Sell	-21,824	Closed	-$765K	–	85
2017 Q2	$765K	Buy	21,824 +652	+3%	+$22.3K	0.26%	50
2017 Q1	$679K	Hold	21,172	–	–	0.25%	51
2016 Q4	$632K	Hold	21,172	–	–	0.24%	55
2016 Q3	$647K	Sell	21,172 -1,404	-6%	-$44.2K	0.24%	54
2016 Q2	$736K	Sell	22,576 -3,024	-12%	-$90.8K	0.27%	53
2016 Q1	$757K	Buy	25,600 +1,588	+7%	+$44.6K	0.28%	52
2015 Q4	$624K	Hold	24,012	–	–	0.24%	50
2015 Q3	$586K	Hold	24,012	–	–	0.24%	51
2015 Q2	$588K	Hold	24,012	–	–	0.25%	48
2015 Q1	$625K	Hold	24,012	–	–	0.27%	49
2014 Q4	$638K	Buy	+24,012	New	+$606K	0.26%	57

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Bridgewater Wealth & Financial Management's NEE Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of NextEra Energy (NEE) in Q3 2017, closing a stake of 21,824 shares — an estimated $765K sold.

Bridgewater Wealth & Financial Management first reported a position in NEE in Q4 2014 and held it in 11 quarters. The position peaked at $765K in Q2 2017. 1,248 funds tracked by Wall St. Rank hold NEE as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining NextEra Energy position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 21,824 NextEra Energy shares in Q3 2017, an estimated $765K.
Bridgewater Wealth & Financial Management first reported a position in NextEra Energy in Q4 2014 and held it in 11 quarters.
Bridgewater Wealth & Financial Management's NextEra Energy position peaked at $765K in Q2 2017.
1,248 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.