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Kelman-Lazarov Inc’s NextEra Energy NEE Stock Holding History

Kelman-Lazarov Inc’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
Q1 		– Sell
-400
Closed -$11.9K – 197
2016
Q4 		$11.9K Hold
400
– – 0.01% 250
2016
Q3 		$11.9K Hold
400
– – 0.01% 284
2016
Q2 		$13K Hold
400
– – 0.01% 264
2016
Q1 		$12K Buy
+400
New +$11.2K 0.01% 274

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kelman-Lazarov Inc's NEE Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of NextEra Energy (NEE) in Q1 2017, closing a stake of 400 shares — an estimated $11.9K sold.

Kelman-Lazarov Inc first reported a position in NEE in Q1 2016 and held it in 4 quarters. The position peaked at $13K in Q2 2016. 1,207 funds tracked by Wall St. Rank hold NEE as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining NextEra Energy position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 400 NextEra Energy shares in Q1 2017, an estimated $11.9K.
  • Kelman-Lazarov Inc first reported a position in NextEra Energy in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's NextEra Energy position peaked at $13K in Q2 2016.
  • 1,207 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.