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Legacy Wealth Management (Tennessee)’s NextEra Energy NEE Stock Holding History

Legacy Wealth Management (Tennessee)’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
-232
Closed -$6.93K – 49
2016
Q4 		$6.93K Buy
+232
New +$6.93K ﹤0.01% 49

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

Legacy Wealth Management (Tennessee)'s NEE Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of NextEra Energy (NEE) in Q1 2017, closing a stake of 232 shares — an estimated $6.93K sold.

Legacy Wealth Management (Tennessee) first reported a position in NEE in Q4 2016 and held it in 1 quarter. The position peaked at $6.93K in Q4 2016. 1,208 funds tracked by Wall St. Rank hold NEE as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining NextEra Energy position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 232 NextEra Energy shares in Q1 2017, an estimated $6.93K.
  • Legacy Wealth Management (Tennessee) first reported a position in NextEra Energy in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s NextEra Energy position peaked at $6.93K in Q4 2016.
  • 1,208 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.