Cornerstone Financial Partners’s NextEra Energy NEE Stock Holding History

Cornerstone Financial Partners’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
2017 Q4	$639K	Buy	16,388 +4,832	+42%	+$187K	0.21%	81
2017 Q3	$423K	Buy	11,556 +24	+0.2%	+$879	0.16%	82
2017 Q2	$404K	Buy	11,532 +24	+0.2%	+$820	0.16%	87
2017 Q1	$369K	Buy	11,508 +1,348	+13%	+$42.4K	0.12%	111
2016 Q4	$304K	Buy	10,160 +28	+0.3%	+$837	0.1%	130
2016 Q3	$309K	Sell	10,132 -376	-4%	-$11.8K	0.11%	116
2016 Q2	$343K	Buy	10,508 +20	+0.2%	+$600	0.12%	119
2016 Q1	$310K	Sell	10,488 -9,896	-49%	-$278K	0.12%	124
2015 Q4	$531K	Buy	+20,384	New	+$516K	0.2%	104

Other funds holding NEE

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cornerstone Financial Partners's NEE Position: Q4 2017 in Review

Cornerstone Financial Partners increased its NextEra Energy (NEE) stake by 42% in Q4 2017, buying an estimated $187K and bringing the position to 16,388 shares worth $639K. The position accounts for 0.21% of the portfolio, ranked #81.

Cornerstone Financial Partners first reported a position in NEE in Q4 2015 and has held it in 9 quarters since. 1,383 funds tracked by Wall St. Rank hold NEE as of Q4 2017.

Cornerstone Financial Partners held 16,388 shares of NextEra Energy worth $639K as of Q4 2017.
Cornerstone Financial Partners bought 4,832 NextEra Energy shares in Q4 2017, an estimated $187K.
NextEra Energy made up 0.21% of Cornerstone Financial Partners's portfolio in Q4 2017, its #81 holding.
Cornerstone Financial Partners first reported a position in NextEra Energy in Q4 2015 and has held it in 9 quarters since.
1,383 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.