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Chessman Wealth Strategies RIA’s NextEra Energy NEE Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-800
Closed -$34K – 116
2018
Q3 		$34K Buy
+800
New +$34.1K 0.03% 73

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chessman Wealth Strategies RIA's NEE Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of NextEra Energy (NEE) in Q4 2018, closing a stake of 800 shares — an estimated $34K sold.

Chessman Wealth Strategies RIA first reported a position in NEE in Q3 2018 and held it in 1 quarter. The position peaked at $34K in Q3 2018. 1,547 funds tracked by Wall St. Rank hold NEE as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining NextEra Energy position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 800 NextEra Energy shares in Q4 2018, an estimated $34K.
  • Chessman Wealth Strategies RIA first reported a position in NextEra Energy in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's NextEra Energy position peaked at $34K in Q3 2018.
  • 1,547 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.