Lodestar Investment Counsel’s NextEra Energy NEE Stock Holding History

Lodestar Investment Counsel’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
2019 Q2	$553K	Hold	10,796	–	–	0.06%	124
2019 Q1	$522K	Hold	10,796	–	–	0.06%	126
2018 Q4	$469K	Sell	10,796 -500	-4%	-$21.9K	0.06%	126
2018 Q3	$473K	Hold	11,296	–	–	0.05%	133
2018 Q2	$472K	Hold	11,296	–	–	0.05%	135
2018 Q1	$461K	Sell	11,296 -2,476	-18%	-$95.5K	0.05%	131
2017 Q4	$538K	Buy	13,772 +2,800	+26%	+$108K	0.06%	125
2017 Q3	$402K	Buy	10,972 +656	+6%	+$24K	0.05%	132
2017 Q2	$361K	Hold	10,316	–	–	0.05%	134
2017 Q1	$331K	Buy	10,316 +2,800	+37%	+$88K	0.04%	133
2016 Q4	$224K	Hold	7,516	–	–	0.03%	150
2016 Q3	$230K	Buy	7,516 +240	+3%	+$7.56K	0.03%	152
2016 Q2	$237K	Hold	7,276	–	–	0.03%	149
2016 Q1	$215K	Buy	+7,276	New	+$204K	0.03%	154

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

Lodestar Investment Counsel's NEE Position: Q2 2019 in Review

Lodestar Investment Counsel held its NextEra Energy (NEE) position steady in Q2 2019 at 10,796 shares worth $553K. The position accounts for 0.06% of the portfolio, ranked #124.

Lodestar Investment Counsel first reported a position in NEE in Q1 2016 and has held it in 14 quarters since. 1,599 funds tracked by Wall St. Rank hold NEE as of Q2 2019.

Lodestar Investment Counsel held 10,796 shares of NextEra Energy worth $553K as of Q2 2019.
Lodestar Investment Counsel left its NextEra Energy share count unchanged in Q2 2019.
NextEra Energy made up 0.06% of Lodestar Investment Counsel's portfolio in Q2 2019, its #124 holding.
Lodestar Investment Counsel first reported a position in NextEra Energy in Q1 2016 and has held it in 14 quarters since.
1,599 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.