Carson Wealth (CWM LLC)
NEE.PRR

Carson Wealth (CWM LLC)’s NextEra Energy, Inc. NEE.PRR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NEE.PRR Stock Details NEE.PRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-205
Closed -$12K – 1602
2017
Q4 		$12K Hold
205
– – ﹤0.01% 845
2017
Q3 		$11K Buy
+205
New +$11.3K ﹤0.01% 875

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Capital Research Global Investors
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Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NEE.PRR Position: Q1 2018 in Review

Carson Wealth (CWM LLC) sold out of NextEra Energy, Inc. (NEE.PRR) in Q1 2018, closing a stake of 205 shares — an estimated $12K sold.

Carson Wealth (CWM LLC) first reported a position in NEE.PRR in Q3 2017 and held it in 2 quarters. The position peaked at $12K in Q4 2017. 38 funds tracked by Wall St. Rank hold NEE.PRR as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining NextEra Energy, Inc. position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 205 NextEra Energy, Inc. shares in Q1 2018, an estimated $12K.
  • Carson Wealth (CWM LLC) first reported a position in NextEra Energy, Inc. in Q3 2017 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s NextEra Energy, Inc. position peaked at $12K in Q4 2017.
  • 38 funds tracked by Wall St. Rank held NextEra Energy, Inc. as of Q1 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2018, filed 26 Apr 2018.