FinTrust Investment Advisory Services’s NextEra Energy NEE Stock Holding History

FinTrust Investment Advisory Services’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 Q1	$519K	Buy	12,708 +28	+0.2%	+$1.08K	0.47%	43
2017 Q4	$495K	Sell	12,680 -480	-4%	-$18.5K	0.44%	48
2017 Q3	$482K	Buy	+13,160	New	+$482K	0.46%	47
2013 Q3	$276K	Hold	13,796	–	–	0.57%	47
2013 Q2	$281K	Buy	+13,796	New	+$274K	0.48%	51

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

FinTrust Investment Advisory Services's NEE Position: Q1 2018 in Review

FinTrust Investment Advisory Services increased its NextEra Energy (NEE) stake by 0.22% in Q1 2018, buying an estimated $1.08K and bringing the position to 12,708 shares worth $519K. The position accounts for 0.47% of the portfolio, ranked #43.

FinTrust Investment Advisory Services first reported a position in NEE in Q2 2013 and has held it in 5 quarters since. 1,418 funds tracked by Wall St. Rank hold NEE as of Q1 2018.

FinTrust Investment Advisory Services held 12,708 shares of NextEra Energy worth $519K as of Q1 2018.
FinTrust Investment Advisory Services bought 28 NextEra Energy shares in Q1 2018, an estimated $1.08K.
NextEra Energy made up 0.47% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #43 holding.
FinTrust Investment Advisory Services first reported a position in NextEra Energy in Q2 2013 and has held it in 5 quarters since.
1,418 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.