Divergent Wealth Advisors’s NextEra Energy NEE Stock Holding History

Divergent Wealth 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 Q2	–	Sell	-48	Closed	-$2K	–	160
2018 Q1	$2K	Buy	+48	New	+$1.85K	﹤0.01%	155

Other funds holding NEE

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

BlackRock New York $5.72T AUM 30.48% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Divergent Wealth Advisors's NEE Position: Q2 2018 in Review

Divergent Wealth Advisors sold out of NextEra Energy (NEE) in Q2 2018, closing a stake of 48 shares — an estimated $2K sold.

Divergent Wealth Advisors first reported a position in NEE in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 1,412 funds tracked by Wall St. Rank hold NEE as of Q2 2018.

Divergent Wealth Advisors reported no remaining NextEra Energy position as of Q2 2018 after selling out during the quarter.
Divergent Wealth Advisors sold 48 NextEra Energy shares in Q2 2018, an estimated $2K.
Divergent Wealth Advisors first reported a position in NextEra Energy in Q1 2018 and held it in 1 quarter.
Divergent Wealth Advisors's NextEra Energy position peaked at $2K in Q1 2018.
1,412 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2018.

Based on Divergent Wealth Advisors's 13F filing for Q2 2018, filed 10 Jul 2018.