Coyle Financial Counsel’s NextEra Energy NEE Stock Holding History

Coyle Financial Counsel’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 Q3	–	Sell	-168	Closed	-$7K	–	210
2018 Q2	$7K	Buy	+168	New	+$6.78K	0.01%	143

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

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

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

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

Coyle Financial Counsel's NEE Position: Q3 2018 in Review

Coyle Financial Counsel sold out of NextEra Energy (NEE) in Q3 2018, closing a stake of 168 shares — an estimated $7K sold.

Coyle Financial Counsel first reported a position in NEE in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 1,434 funds tracked by Wall St. Rank hold NEE as of Q3 2018.

Coyle Financial Counsel reported no remaining NextEra Energy position as of Q3 2018 after selling out during the quarter.
Coyle Financial Counsel sold 168 NextEra Energy shares in Q3 2018, an estimated $7K.
Coyle Financial Counsel first reported a position in NextEra Energy in Q2 2018 and held it in 1 quarter.
Coyle Financial Counsel's NextEra Energy position peaked at $7K in Q2 2018.
1,434 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.