Inspirion Wealth Advisors’s NextEra Energy NEE Stock Holding History

Inspirion 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 Q2	–	Sell	-10,480	Closed	-$506K	–	78
2019 Q1	$506K	Hold	10,480	–	–	0.22%	44
2018 Q4	$455K	Hold	10,480	–	–	0.23%	41
2018 Q3	$439K	Hold	10,480	–	–	0.19%	44
2018 Q2	$438K	Hold	10,480	–	–	0.21%	42
2018 Q1	$428K	Hold	10,480	–	–	0.21%	42
2017 Q4	$409K	Hold	10,480	–	–	0.2%	41
2017 Q3	$384K	Hold	10,480	–	–	0.19%	42
2017 Q2	$367K	Hold	10,480	–	–	0.2%	44
2017 Q1	$336K	Hold	10,480	–	–	0.19%	49
2016 Q4	$313K	Buy	10,480 +200	+2%	+$5.98K	0.2%	44
2016 Q3	$314K	Hold	10,280	–	–	0.2%	48
2016 Q2	$335K	Hold	10,280	–	–	0.22%	45
2016 Q1	$304K	Hold	10,280	–	–	0.21%	45
2015 Q4	$267K	Buy	+10,280	New	+$260K	0.2%	45

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

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

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

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

Inspirion Wealth Advisors's NEE Position: Q2 2019 in Review

Inspirion Wealth Advisors sold out of NextEra Energy (NEE) in Q2 2019, closing a stake of 10,480 shares — an estimated $506K sold.

Inspirion Wealth Advisors first reported a position in NEE in Q4 2015 and held it in 14 quarters. The position peaked at $506K in Q1 2019. 1,599 funds tracked by Wall St. Rank hold NEE as of Q2 2019.

Inspirion Wealth Advisors reported no remaining NextEra Energy position as of Q2 2019 after selling out during the quarter.
Inspirion Wealth Advisors sold 10,480 NextEra Energy shares in Q2 2019, an estimated $506K.
Inspirion Wealth Advisors first reported a position in NextEra Energy in Q4 2015 and held it in 14 quarters.
Inspirion Wealth Advisors's NextEra Energy position peaked at $506K in Q1 2019.
1,599 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2019.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2019, filed 15 Jul 2019.