GWA
NEE icon

Genesis Wealth Advisors’s NextEra Energy NEE Stock Holding History

Genesis Wealth 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
2015
Q2 		$9.8K Sell
400
-1,000
-71% -$25.4K 0.01% 345
2015
Q1 		$36.7K Hold
1,400
– – 0.03% 228
2014
Q4 		$36.3K Buy
+1,400
New +$35.4K 0.03% 247

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Genesis Wealth Advisors's NEE Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its NextEra Energy (NEE) stake by 71% in Q2 2015, selling an estimated $25.4K and leaving 400 shares worth $9.8K. The position accounts for 0.01% of the portfolio, ranked #345.

Genesis Wealth Advisors first reported a position in NEE in Q4 2014 and has held it in 3 quarters since. The position peaked at $36.7K in Q1 2015. 1,039 funds tracked by Wall St. Rank hold NEE as of Q2 2015.

  • Genesis Wealth Advisors held 400 shares of NextEra Energy worth $9.8K as of Q2 2015.
  • Genesis Wealth Advisors sold 1,000 NextEra Energy shares in Q2 2015, an estimated $25.4K.
  • NextEra Energy made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #345 holding.
  • Genesis Wealth Advisors first reported a position in NextEra Energy in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's NextEra Energy position peaked at $36.7K in Q1 2015.
  • 1,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.