Genovese Burford & Brothers Wealth & Retirement Plan Management’s NextEra Energy NEE Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2017 Q1	–	Sell	-320	Closed	-$10K	–	484
2016 Q4	$10K	Sell	320 -880	-73%	-$26.3K	﹤0.01%	320
2016 Q3	$36K	Hold	1,200	–	–	0.01%	184
2016 Q2	$39K	Sell	1,200 -400	-25%	-$12K	0.02%	162
2016 Q1	$47K	Hold	1,600	–	–	0.02%	139
2015 Q4	$42K	Buy	+1,600	New	+$40.5K	0.02%	145

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's NEE Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of NextEra Energy (NEE) in Q1 2017, closing a stake of 320 shares — an estimated $10K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in NEE in Q4 2015 and held it in 5 quarters. The position peaked at $47K in Q1 2016. 1,208 funds tracked by Wall St. Rank hold NEE as of Q1 2017.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining NextEra Energy position as of Q1 2017 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 320 NextEra Energy shares in Q1 2017, an estimated $10K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in NextEra Energy in Q4 2015 and held it in 5 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's NextEra Energy position peaked at $47K in Q1 2016.
1,208 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.