Mariner Wealth Advisors (Cincinnati)’s NextEra Energy NEE Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$316K	Buy	7,548 +248	+3%	+$10.6K	0.02%	238
2018 Q2	$305K	Sell	7,300 -34,616	-83%	-$1.4M	0.02%	242
2018 Q1	$1.71M	Buy	41,916 +400	+1%	+$15.4K	0.11%	105
2017 Q4	$1.62M	Buy	41,516 +34,492	+491%	+$1.33M	0.1%	102
2017 Q3	$257K	Sell	7,024 -140	-2%	-$5.13K	0.02%	239
2017 Q2	$251K	Sell	7,164 -7,264	-50%	-$248K	0.02%	230
2017 Q1	$463K	Buy	14,428 +6,512	+82%	+$205K	0.03%	171
2016 Q4	$236K	Sell	7,916 -1,752	-18%	-$52.3K	0.02%	224
2016 Q3	$296K	Sell	9,668 -292	-3%	-$9.2K	0.03%	212
2016 Q2	$325K	Buy	9,960 +1,612	+19%	+$48.4K	0.03%	203
2016 Q1	$247K	Hold	8,348	–	–	0.02%	218
2015 Q4	$217K	Buy	+8,348	New	+$211K	0.02%	223
2015 Q1	$263K	Sell	10,108 -7,060	-41%	-$186K	0.04%	150
2014 Q4	$456K	Buy	17,168 +4,576	+36%	+$116K	0.07%	115
2014 Q3	$296K	Sell	12,592 -2,480	-16%	-$59.9K	0.05%	139
2014 Q2	$386K	Sell	15,072 -976	-6%	-$23.7K	0.06%	111
2014 Q1	$384K	Buy	+16,048	New	+$364K	0.06%	104

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Mariner Wealth Advisors (Cincinnati)'s NEE Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its NextEra Energy (NEE) stake by 3.4% in Q3 2018, buying an estimated $10.6K and bringing the position to 7,548 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #238.

Mariner Wealth Advisors (Cincinnati) first reported a position in NEE in Q1 2014 and has held it in 17 quarters since. The position peaked at $1.71M in Q1 2018. 1,434 funds tracked by Wall St. Rank hold NEE as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 7,548 shares of NextEra Energy worth $316K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 248 NextEra Energy shares in Q3 2018, an estimated $10.6K.
NextEra Energy made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #238 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in NextEra Energy in Q1 2014 and has held it in 17 quarters since.
Mariner Wealth Advisors (Cincinnati)'s NextEra Energy position peaked at $1.71M in Q1 2018.
1,434 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.