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MKD Wealth Coaches’s NextEra Energy NEE Stock Holding History

MKD Wealth Coaches’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
Q3 		– Sell
-3,060
Closed -$29K – 149
2019
Q2 		$29K Buy
3,060
+2,500
+446% +$123K 0.03% 116
2019
Q1 		$27K Buy
560
+168
+43% +$7.68K 0.03% 112
2018
Q4 		$17K Buy
+392
New +$17.1K 0.02% 110

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MKD Wealth Coaches's NEE Position: Q3 2019 in Review

MKD Wealth Coaches sold out of NextEra Energy (NEE) in Q3 2019, closing a stake of 3,060 shares — an estimated $29K sold.

MKD Wealth Coaches first reported a position in NEE in Q4 2018 and held it in 3 quarters. The position peaked at $29K in Q2 2019. 1,635 funds tracked by Wall St. Rank hold NEE as of Q3 2019.

  • MKD Wealth Coaches reported no remaining NextEra Energy position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 3,060 NextEra Energy shares in Q3 2019, an estimated $29K.
  • MKD Wealth Coaches first reported a position in NextEra Energy in Q4 2018 and held it in 3 quarters.
  • MKD Wealth Coaches's NextEra Energy position peaked at $29K in Q2 2019.
  • 1,635 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.