BT Wealth Management’s NextEra Energy NEE Stock Holding History

BT Wealth 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	–	Sell	-5,216	Closed	-$238K	–	88
2018 Q4	$238K	Buy	+5,216	New	+$228K	0.1%	88

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

BT Wealth Management's NEE Position: Q1 2019 in Review

BT Wealth Management sold out of NextEra Energy (NEE) in Q1 2019, closing a stake of 5,216 shares — an estimated $238K sold.

BT Wealth Management first reported a position in NEE in Q4 2018 and held it in 1 quarter. The position peaked at $238K in Q4 2018. 1,586 funds tracked by Wall St. Rank hold NEE as of Q1 2019.

BT Wealth Management reported no remaining NextEra Energy position as of Q1 2019 after selling out during the quarter.
BT Wealth Management sold 5,216 NextEra Energy shares in Q1 2019, an estimated $238K.
BT Wealth Management first reported a position in NextEra Energy in Q4 2018 and held it in 1 quarter.
BT Wealth Management's NextEra Energy position peaked at $238K in Q4 2018.
1,586 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2019.

Based on BT Wealth Management's 13F filing for Q1 2019, filed 15 Apr 2019.