Intellectus Partners’s NextEra Energy NEE Stock Holding History

Intellectus 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
2017 Q3	–	Sell	-4	Closed	–	–	796
2017 Q2	$0	Buy	+4	New	+$137	﹤0.01%	783

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 $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Intellectus Partners's NEE Position: Q3 2017 in Review

Intellectus Partners sold out of NextEra Energy (NEE) in Q3 2017, closing a stake of 4 shares.

Intellectus Partners first reported a position in NEE in Q2 2017 and held it in 1 quarter. The position peaked at $0 in Q2 2017. 1,250 funds tracked by Wall St. Rank hold NEE as of Q3 2017.

Intellectus Partners reported no remaining NextEra Energy position as of Q3 2017 after selling out during the quarter.
Intellectus Partners sold 4 NextEra Energy shares in Q3 2017.
Intellectus Partners first reported a position in NextEra Energy in Q2 2017 and held it in 1 quarter.
Intellectus Partners's NextEra Energy position peaked at $0 in Q2 2017.
1,250 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2017.

Based on Intellectus Partners's 13F filing for Q3 2017, filed 14 Nov 2017.