First Allied Advisory Services’s NextEra Energy NEE Stock Holding History

First Allied 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
2020 Q3	$1.87M	Sell	26,940 -232	-0.9%	-$16K	0.06%	312
2020 Q2	$1.63M	Sell	27,172 -1,372	-5%	-$82.1K	0.06%	326
2020 Q1	$1.72M	Sell	28,544 -1,368	-5%	-$86K	0.07%	276
2019 Q4	$1.8M	Sell	29,912 -2,092	-7%	-$122K	0.06%	334
2019 Q3	$1.87M	Sell	32,004 -512	-2%	-$27.7K	0.07%	322
2019 Q2	$1.67M	Buy	32,516 +2,452	+8%	+$121K	0.06%	332
2019 Q1	$1.45M	Buy	30,064 +1,524	+5%	+$69.7K	0.05%	368
2018 Q4	$1.25M	Sell	28,540 -1,284	-4%	-$56.1K	0.05%	367
2018 Q3	$1.26M	Buy	29,824 +676	+2%	+$28.8K	0.04%	407
2018 Q2	$1.22M	Buy	29,148 +816	+3%	+$33K	0.05%	407
2018 Q1	$1.15M	Sell	28,332 -3,200	-10%	-$123K	0.04%	416
2017 Q4	$1.23M	Buy	31,532 +2,384	+8%	+$92K	0.05%	396
2017 Q3	$1.07M	Buy	29,148 +3,224	+12%	+$118K	0.05%	395
2017 Q2	$911K	Sell	25,924 -1,136	-4%	-$38.8K	0.04%	451
2017 Q1	$865K	Sell	27,060 -3,808	-12%	-$120K	0.04%	424
2016 Q4	$922K	Buy	30,868 +1,908	+7%	+$57K	0.05%	407
2016 Q3	$886K	Sell	28,960 -3,132	-10%	-$98.7K	0.05%	394
2016 Q2	$1.04M	Buy	32,092 +5,056	+19%	+$152K	0.06%	340
2016 Q1	$800K	Sell	27,036 -1,368	-5%	-$38.4K	0.04%	419
2015 Q4	$737K	Sell	28,404 -1,632	-5%	-$41.3K	0.04%	449
2015 Q3	$734K	Sell	30,036 -2,860	-9%	-$72.7K	0.04%	433
2015 Q2	$804K	Buy	32,896 +3,072	+10%	+$78.1K	0.04%	452
2015 Q1	$776K	Sell	29,824 -4,324	-13%	-$114K	0.05%	417
2014 Q4	$910K	Buy	34,148 +5,516	+19%	+$139K	0.07%	352
2014 Q3	$670K	Sell	28,632 -6,884	-19%	-$166K	0.05%	418
2014 Q2	$901K	Sell	35,516 -1,688	-5%	-$41.1K	0.07%	349
2014 Q1	$888K	Buy	37,204 +792	+2%	+$17.9K	0.07%	331
2013 Q4	$784K	Buy	36,412 +2,648	+8%	+$55.8K	0.06%	363
2013 Q3	$676K	Sell	33,764 -580	-2%	-$12K	0.04%	424
2013 Q2	$697K	Buy	+34,344	New	+$681K	0.06%	358

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Norges Bank Oslo, Norway $1T AUM

First Allied Advisory Services's NEE Position: Q3 2020 in Review

First Allied Advisory Services reduced its NextEra Energy (NEE) stake by 0.85% in Q3 2020, selling an estimated $16K and leaving 26,940 shares worth $1.87M. The position accounts for 0.06% of the portfolio, ranked #312.

First Allied Advisory Services first reported a position in NEE in Q2 2013 and has held it in 30 quarters since. 1,909 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

First Allied Advisory Services held 26,940 shares of NextEra Energy worth $1.87M as of Q3 2020.
First Allied Advisory Services sold 232 NextEra Energy shares in Q3 2020, an estimated $16K.
NextEra Energy made up 0.06% of First Allied Advisory Services's portfolio in Q3 2020, its #312 holding.
First Allied Advisory Services first reported a position in NextEra Energy in Q2 2013 and has held it in 30 quarters since.
1,909 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.