Guidant Wealth Advisors’s NextEra Energy NEE Stock Holding History

Guidant 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
2019 Q3	$418K	Buy	7,176 +8	+0.1%	+$433	0.16%	77
2019 Q2	$367K	Buy	7,168 +12	+0.2%	+$590	0.14%	84
2019 Q1	$346K	Buy	7,156 +44	+0.6%	+$2.01K	0.13%	87
2018 Q4	$309K	Sell	7,112 -16	-0.2%	-$700	0.14%	73
2018 Q3	$297K	Buy	7,128 +8	+0.1%	+$341	0.12%	38
2018 Q2	$300K	Buy	7,120 +16	+0.2%	+$646	0.13%	34
2018 Q1	$288K	Sell	7,104 -1,536	-18%	-$59.2K	0.13%	34
2017 Q4	$330K	Sell	8,640 -904	-9%	-$34.9K	0.15%	34
2017 Q3	$353K	Buy	9,544 +8	+0.1%	+$293	0.25%	34
2017 Q2	$336K	Buy	9,536 +928	+11%	+$31.7K	0.17%	60
2017 Q1	$281K	Buy	+8,608	New	+$271K	0.15%	60

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Guidant Wealth Advisors's NEE Position: Q3 2019 in Review

Guidant Wealth Advisors increased its NextEra Energy (NEE) stake by 0.11% in Q3 2019, buying an estimated $433 and bringing the position to 7,176 shares worth $418K. The position accounts for 0.16% of the portfolio, ranked #77.

Guidant Wealth Advisors first reported a position in NEE in Q1 2017 and has held it in 11 quarters since. 1,635 funds tracked by Wall St. Rank hold NEE as of Q3 2019.

Guidant Wealth Advisors held 7,176 shares of NextEra Energy worth $418K as of Q3 2019.
Guidant Wealth Advisors bought 8 NextEra Energy shares in Q3 2019, an estimated $433.
NextEra Energy made up 0.16% of Guidant Wealth Advisors's portfolio in Q3 2019, its #77 holding.
Guidant Wealth Advisors first reported a position in NextEra Energy in Q1 2017 and has held it in 11 quarters since.
1,635 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.