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Cornerstone Advisors (Washington)’s NextEra Energy NEE Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		– Sell
-3,548
Closed -$182K – 1179
2019
Q2 		$182K Buy
3,548
+396
+13% +$19.5K 0.02% 165
2019
Q1 		$152K Sell
3,152
-688
-18% -$31.5K 0.01% 172
2018
Q4 		$167K Buy
3,840
+264
+7% +$11.5K 0.03% 140
2018
Q3 		$150K Sell
3,576
-3,432
-49% -$146K 0.1% 157
2018
Q2 		$293K Buy
7,008
+32
+0.5% +$1.29K 0.2% 78
2018
Q1 		$285K Buy
6,976
+344
+5% +$13.3K 0.19% 77
2017
Q4 		$259K Hold
6,632
– – 0.17% 81
2017
Q3 		$243K Hold
6,632
– – 0.17% 86
2017
Q2 		$232K Hold
6,632
– – 0.13% 86
2017
Q1 		$213K Sell
6,632
-24
-0.4% -$755 0.12% 87
2016
Q4 		$199K Buy
6,656
+148
+2% +$4.42K 0.17% 88
2016
Q3 		$199K Hold
6,508
– – 0.17% 82
2016
Q2 		$212K Buy
6,508
+28
+0.4% +$841 0.22% 59
2016
Q1 		$192K Buy
6,480
+272
+4% +$7.63K 0.2% 64
2015
Q4 		$161K Hold
6,208
– – 0.18% 76
2015
Q3 		$151K Buy
6,208
+72
+1% +$1.83K 0.13% 112
2015
Q2 		$150K Hold
6,136
– – 0.12% 115
2015
Q1 		$160K Hold
6,136
– – 0.12% 117
2014
Q4 		$163K Buy
6,136
+64
+1% +$1.62K 0.12% 122
2014
Q3 		$143K Hold
6,072
– – 0.12% 51
2014
Q2 		$156K Hold
6,072
– – 0.15% 56
2014
Q1 		$145K Buy
6,072
+72
+1% +$1.63K 0.17% 49
2013
Q4 		$128K Hold
6,000
– – 0.18% 52
2013
Q3 		$120K Buy
+6,000
New +$124K 0.21% 51

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Advisors (Washington)'s NEE Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of NextEra Energy (NEE) in Q3 2019, closing a stake of 3,548 shares — an estimated $182K sold.

Cornerstone Advisors (Washington) first reported a position in NEE in Q3 2013 and held it in 24 quarters. The position peaked at $293K in Q2 2018. 1,636 funds tracked by Wall St. Rank hold NEE as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining NextEra Energy position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 3,548 NextEra Energy shares in Q3 2019, an estimated $182K.
  • Cornerstone Advisors (Washington) first reported a position in NextEra Energy in Q3 2013 and held it in 24 quarters.
  • Cornerstone Advisors (Washington)'s NextEra Energy position peaked at $293K in Q2 2018.
  • 1,636 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.