Clarfeld Financial Advisors’s NextEra Energy NEE Stock Holding History

Clarfeld Financial Advisors’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	$87K	Buy	+2,000	New	+$87.5K	0.07%	73

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clarfeld Financial Advisors's NEE Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in NextEra Energy (NEE) in Q4 2018: 2,000 shares worth $87K. The stake represents 0.07% of the portfolio and ranks #73 among its holdings.

1,548 funds tracked by Wall St. Rank hold NEE as of Q4 2018.

Clarfeld Financial Advisors held 2,000 shares of NextEra Energy worth $87K as of Q4 2018.
NextEra Energy was a new Clarfeld Financial Advisors position in Q4 2018.
NextEra Energy made up 0.07% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #73 holding.
1,548 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.