Catamount Wealth Management’s NextEra Energy NEE Stock Holding History

Catamount 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	$83K	Buy	1,720 +404	+31%	+$18.5K	0.05%	69
2018 Q4	$59K	Buy	1,316 +116	+10%	+$5.07K	0.04%	67
2018 Q3	$50K	Hold	1,200	–	–	0.02%	83
2018 Q2	$51K	Hold	1,200	–	–	0.02%	78
2018 Q1	$49K	Hold	1,200	–	–	0.03%	80
2017 Q4	$47K	Hold	1,200	–	–	0.03%	80
2017 Q3	$44K	Hold	1,200	–	–	0.03%	82
2017 Q2	$42K	Hold	1,200	–	–	0.03%	93
2017 Q1	$39K	Hold	1,200	–	–	0.03%	90
2016 Q4	$36K	Hold	1,200	–	–	0.03%	81
2016 Q3	$35K	Buy	+1,200	New	+$37.8K	0.03%	78

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

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

Catamount Wealth Management increased its NextEra Energy (NEE) stake by 31% in Q1 2019, buying an estimated $18.5K and bringing the position to 1,720 shares worth $83K. The position accounts for 0.05% of the portfolio, ranked #69.

Catamount Wealth Management first reported a position in NEE in Q3 2016 and has held it in 11 quarters since. 1,586 funds tracked by Wall St. Rank hold NEE as of Q1 2019.

Catamount Wealth Management held 1,720 shares of NextEra Energy worth $83K as of Q1 2019.
Catamount Wealth Management bought 404 NextEra Energy shares in Q1 2019, an estimated $18.5K.
NextEra Energy made up 0.05% of Catamount Wealth Management's portfolio in Q1 2019, its #69 holding.
Catamount Wealth Management first reported a position in NextEra Energy in Q3 2016 and has held it in 11 quarters since.
1,586 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.