Hays Advisory’s NextEra Energy NEE Stock Holding History

Hays Advisory’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 Q2	–	Sell	-6,764	Closed	-$276K	–	113
2018 Q1	$276K	Sell	6,764 -2,912	-30%	-$112K	0.13%	60
2017 Q4	$378K	Buy	9,676 +896	+10%	+$34.6K	0.13%	67
2017 Q3	$322K	Buy	8,780 +480	+6%	+$17.6K	0.09%	57
2017 Q2	$291K	Buy	8,300 +416	+5%	+$14.2K	0.07%	59
2017 Q1	$253K	Buy	7,884 +784	+11%	+$24.6K	0.06%	63
2016 Q4	$212K	Buy	+7,100	New	+$212K	0.05%	67

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

Hays Advisory's NEE Position: Q2 2018 in Review

Hays Advisory sold out of NextEra Energy (NEE) in Q2 2018, closing a stake of 6,764 shares — an estimated $276K sold.

Hays Advisory first reported a position in NEE in Q4 2016 and held it in 6 quarters. The position peaked at $378K in Q4 2017. 1,412 funds tracked by Wall St. Rank hold NEE as of Q2 2018.

Hays Advisory reported no remaining NextEra Energy position as of Q2 2018 after selling out during the quarter.
Hays Advisory sold 6,764 NextEra Energy shares in Q2 2018, an estimated $276K.
Hays Advisory first reported a position in NextEra Energy in Q4 2016 and held it in 6 quarters.
Hays Advisory's NextEra Energy position peaked at $378K in Q4 2017.
1,412 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2018.

Based on Hays Advisory's 13F filing for Q2 2018, filed 23 Jul 2018.