Hefty Wealth Partners’s NextEra Energy NEE Stock Holding History

Hefty Wealth Partners’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	$93K	Hold	2,284	–	–	0.06%	108
2017 Q4	$89K	Hold	2,284	–	–	0.06%	110
2017 Q3	$84K	Sell	2,284 -496	-18%	-$18.2K	0.06%	108
2017 Q2	$97K	Hold	2,780	–	–	0.07%	95
2017 Q1	$89K	Hold	2,780	–	–	0.06%	98
2016 Q4	$83K	Hold	2,780	–	–	0.07%	88
2016 Q3	$85K	Buy	2,780 +496	+22%	+$15.6K	0.06%	99
2016 Q2	$74K	Buy	2,284 +1,012	+80%	+$30.4K	0.06%	96
2016 Q1	$37K	Hold	1,272	–	–	0.03%	117
2015 Q4	$33K	Buy	+1,272	New	+$32.2K	0.03%	119

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

Hefty Wealth Partners's NEE Position: Q1 2018 in Review

Hefty Wealth Partners held its NextEra Energy (NEE) position steady in Q1 2018 at 2,284 shares worth $93K. The position accounts for 0.06% of the portfolio, ranked #108.

Hefty Wealth Partners first reported a position in NEE in Q4 2015 and has held it in 10 quarters since. The position peaked at $97K in Q2 2017. 1,416 funds tracked by Wall St. Rank hold NEE as of Q1 2018.

Hefty Wealth Partners held 2,284 shares of NextEra Energy worth $93K as of Q1 2018.
Hefty Wealth Partners left its NextEra Energy share count unchanged in Q1 2018.
NextEra Energy made up 0.06% of Hefty Wealth Partners's portfolio in Q1 2018, its #108 holding.
Hefty Wealth Partners first reported a position in NextEra Energy in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's NextEra Energy position peaked at $97K in Q2 2017.
1,416 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.