JWM
NEE icon

Jacobus Wealth Management’s NextEra Energy NEE Stock Holding History

Jacobus Wealth Management’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
2016
Q2 		– Sell
-3,484
Closed -$103K – 245
2016
Q1 		$103K Sell
3,484
-800
-19% -$22.5K 0.03% 265
2015
Q4 		$111K Hold
4,284
– – 0.03% 267
2015
Q3 		$104K Hold
4,284
– – 0.03% 280
2015
Q2 		$105K Hold
4,284
– – 0.03% 306
2015
Q1 		$111K Hold
4,284
– – 0.03% 286
2014
Q4 		$114K Hold
4,284
– – 0.03% 277
2014
Q3 		$101K Hold
4,284
– – 0.03% 306
2014
Q2 		$110K Sell
4,284
-800
-16% -$19.5K 0.03% 295
2014
Q1 		$122K Hold
5,084
– – 0.03% 278
2013
Q4 		$109K Buy
+5,084
New +$107K 0.03% 289

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return