FCG Advisors’s NextEra Energy NEE Stock Holding History

FCG 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
2020 Q1	–	Sell	-4,716	Closed	-$286K	–	168
2019 Q4	$286K	Buy	+4,716	New	+$275K	0.08%	132

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FCG Advisors's NEE Position: Q1 2020 in Review

FCG Advisors sold out of NextEra Energy (NEE) in Q1 2020, closing a stake of 4,716 shares — an estimated $286K sold.

FCG Advisors first reported a position in NEE in Q4 2019 and held it in 1 quarter. The position peaked at $286K in Q4 2019. 1,804 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

FCG Advisors reported no remaining NextEra Energy position as of Q1 2020 after selling out during the quarter.
FCG Advisors sold 4,716 NextEra Energy shares in Q1 2020, an estimated $286K.
FCG Advisors first reported a position in NextEra Energy in Q4 2019 and held it in 1 quarter.
FCG Advisors's NextEra Energy position peaked at $286K in Q4 2019.
1,804 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on FCG Advisors's 13F filing for Q1 2020, filed 12 May 2020.