Kaizen Advisory’s NextEra Energy NEE Stock Holding History

Kaizen 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 Q4	$225K	Buy	5,184 +952	+22%	+$41.6K	0.16%	156
2018 Q3	$177K	Hold	4,232	–	–	0.09%	168
2018 Q2	$177K	Buy	4,232 +2,404	+132%	+$97.1K	0.09%	169
2018 Q1	$75K	Hold	1,828	–	–	0.07%	151
2017 Q4	$71K	Buy	+1,828	New	+$70.6K	0.04%	162

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kaizen Advisory's NEE Position: Q4 2018 in Review

Kaizen Advisory increased its NextEra Energy (NEE) stake by 22% in Q4 2018, buying an estimated $41.6K and bringing the position to 5,184 shares worth $225K. The position accounts for 0.16% of the portfolio, ranked #156.

Kaizen Advisory first reported a position in NEE in Q4 2017 and has held it in 5 quarters since. 1,547 funds tracked by Wall St. Rank hold NEE as of Q4 2018.

Kaizen Advisory held 5,184 shares of NextEra Energy worth $225K as of Q4 2018.
Kaizen Advisory bought 952 NextEra Energy shares in Q4 2018, an estimated $41.6K.
NextEra Energy made up 0.16% of Kaizen Advisory's portfolio in Q4 2018, its #156 holding.
Kaizen Advisory first reported a position in NextEra Energy in Q4 2017 and has held it in 5 quarters since.
1,547 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.