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Edge Advisors’s NextEra Energy NEE Stock Holding History

Edge 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 		$648K Buy
15,528
+12
+0.1% +$485 0.06% 197
2018
Q1 		$633K Buy
15,516
+5,116
+49% +$197K 0.06% 200
2017
Q4 		$406K Buy
10,400
+452
+5% +$17.5K 0.04% 236
2017
Q3 		$364K Buy
9,948
+920
+10% +$33.7K 0.04% 246
2017
Q2 		$316K Buy
9,028
+476
+6% +$16.3K 0.04% 261
2017
Q1 		$274K Buy
8,552
+3,692
+76% +$116K 0.03% 285
2016
Q4 		$145K Buy
+4,860
New +$145K 0.02% 339

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edge Advisors's NEE Position: Q2 2018 in Review

Edge Advisors increased its NextEra Energy (NEE) stake by 0.08% in Q2 2018, buying an estimated $485 and bringing the position to 15,528 shares worth $648K. The position accounts for 0.06% of the portfolio, ranked #197.

Edge Advisors first reported a position in NEE in Q4 2016 and has held it in 7 quarters since. 1,412 funds tracked by Wall St. Rank hold NEE as of Q2 2018.

  • Edge Advisors held 15,528 shares of NextEra Energy worth $648K as of Q2 2018.
  • Edge Advisors bought 12 NextEra Energy shares in Q2 2018, an estimated $485.
  • NextEra Energy made up 0.06% of Edge Advisors's portfolio in Q2 2018, its #197 holding.
  • Edge Advisors first reported a position in NextEra Energy in Q4 2016 and has held it in 7 quarters since.
  • 1,412 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.