Fusion Family Wealth’s NextEra Energy NEE Stock Holding History

Fusion Family Wealth’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	–	Sell	-1,400	Closed	-$55K	–	288
2017 Q4	$55K	Hold	1,400	–	–	0.01%	126
2017 Q3	$51K	Buy	+1,400	New	+$51.3K	0.02%	87
2017 Q1	–	Sell	-120	Closed	-$3K	–	383
2016 Q4	$3K	Buy	+120	New	+$3.59K	﹤0.01%	341

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

Fusion Family Wealth's NEE Position: Q1 2018 in Review

Fusion Family Wealth sold out of NextEra Energy (NEE) in Q1 2018, closing a stake of 1,400 shares — an estimated $55K sold.

Fusion Family Wealth first reported a position in NEE in Q4 2016 and held it in 3 quarters. The position peaked at $55K in Q4 2017. 1,416 funds tracked by Wall St. Rank hold NEE as of Q1 2018.

Fusion Family Wealth reported no remaining NextEra Energy position as of Q1 2018 after selling out during the quarter.
Fusion Family Wealth sold 1,400 NextEra Energy shares in Q1 2018, an estimated $55K.
Fusion Family Wealth first reported a position in NextEra Energy in Q4 2016 and held it in 3 quarters.
Fusion Family Wealth's NextEra Energy position peaked at $55K in Q4 2017.
1,416 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2018.

Based on Fusion Family Wealth's 13F filing for Q1 2018, filed 2 May 2018.