Lebenthal Wealth Advisors’s NextEra Energy NEE Stock Holding History

Lebenthal Wealth Advisors’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	$618K	Buy	+18,964	New	+$569K	1.82%	13

Other funds holding NEE

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Lebenthal Wealth Advisors's NEE Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in NextEra Energy (NEE) in Q2 2016: 18,964 shares worth $618K. The stake represents 1.82% of the portfolio and ranks #13 among its holdings.

1,152 funds tracked by Wall St. Rank hold NEE as of Q2 2016.

Lebenthal Wealth Advisors held 18,964 shares of NextEra Energy worth $618K as of Q2 2016.
NextEra Energy was a new Lebenthal Wealth Advisors position in Q2 2016.
NextEra Energy made up 1.82% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #13 holding.
1,152 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.