CT Financial Advisors’s NextEra Energy NEE Stock Holding History

CT 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
2017 Q1	$2.19M	Sell	68,160 -1,588	-2%	-$49.9K	1.35%	16
2016 Q4	$2.08M	Sell	69,748 -3,888	-5%	-$116K	1.32%	17
2016 Q3	$2.25M	Sell	73,636 -2,292	-3%	-$72.2K	1.38%	19
2016 Q2	$2.48M	Sell	75,928 -6,920	-8%	-$208K	1.52%	13
2016 Q1	$2.45M	Sell	82,848 -3,320	-4%	-$93.2K	1.38%	19
2015 Q4	$2.24M	Buy	86,168 +32	+0%	+$810	1.29%	20
2015 Q3	$2.1M	Sell	86,136 -324	-0.4%	-$8.24K	1.32%	19
2015 Q2	$2.12M	Sell	86,460 -1,944	-2%	-$49.4K	1.2%	23
2015 Q1	$2.3M	Sell	88,404 -3,096	-3%	-$81.7K	1.27%	20
2014 Q4	$2.43M	Buy	+91,500	New	+$2.31M	1.84%	11
2014 Q1	$2.3M	Buy	+88,404	New	+$2M	1.27%	20

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CT Financial Advisors's NEE Position: Q1 2017 in Review

CT Financial Advisors reduced its NextEra Energy (NEE) stake by 2.3% in Q1 2017, selling an estimated $49.9K and leaving 68,160 shares worth $2.19M. The position accounts for 1.35% of the portfolio, ranked #16.

CT Financial Advisors first reported a position in NEE in Q1 2014 and has held it in 11 quarters since. The position peaked at $2.48M in Q2 2016. 1,207 funds tracked by Wall St. Rank hold NEE as of Q1 2017.

CT Financial Advisors held 68,160 shares of NextEra Energy worth $2.19M as of Q1 2017.
CT Financial Advisors sold 1,588 NextEra Energy shares in Q1 2017, an estimated $49.9K.
NextEra Energy made up 1.35% of CT Financial Advisors's portfolio in Q1 2017, its #16 holding.
CT Financial Advisors first reported a position in NextEra Energy in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's NextEra Energy position peaked at $2.48M in Q2 2016.
1,207 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.