LBA Wealth Management’s NextEra Energy NEE Stock Holding History

LBA 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
2017 Q1	$137K	Hold	4,264	–	–	0.07%	124
2016 Q4	$127K	Hold	4,264	–	–	0.07%	126
2016 Q3	$130K	Hold	4,264	–	–	0.07%	134
2016 Q2	$139K	Buy	4,264 +1,064	+33%	+$31.9K	0.08%	128
2016 Q1	$95K	Hold	3,200	–	–	0.05%	155
2015 Q4	$83K	Buy	3,200 +2,000	+167%	+$50.6K	0.05%	176
2015 Q3	$29K	Sell	1,200 -800	-40%	-$20.3K	0.02%	208
2015 Q2	$49K	Hold	2,000	–	–	0.03%	165
2015 Q1	$52K	Hold	2,000	–	–	0.03%	166
2014 Q4	$53K	Hold	2,000	–	–	0.04%	164
2014 Q3	$47K	Hold	2,000	–	–	0.03%	174
2014 Q2	$51K	Hold	2,000	–	–	0.04%	164
2014 Q1	$48K	Hold	2,000	–	–	0.04%	162
2013 Q4	$43K	Buy	+2,000	New	+$42.2K	0.04%	166

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LBA Wealth Management's NEE Position: Q1 2017 in Review

LBA Wealth Management held its NextEra Energy (NEE) position steady in Q1 2017 at 4,264 shares worth $137K. The position accounts for 0.07% of the portfolio, ranked #124.

LBA Wealth Management first reported a position in NEE in Q4 2013 and has held it in 14 quarters since. The position peaked at $139K in Q2 2016. 1,207 funds tracked by Wall St. Rank hold NEE as of Q1 2017.

LBA Wealth Management held 4,264 shares of NextEra Energy worth $137K as of Q1 2017.
LBA Wealth Management left its NextEra Energy share count unchanged in Q1 2017.
NextEra Energy made up 0.07% of LBA Wealth Management's portfolio in Q1 2017, its #124 holding.
LBA Wealth Management first reported a position in NextEra Energy in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's NextEra Energy position peaked at $139K in Q2 2016.
1,207 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.