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MYCIO Wealth Partners’s NextEra Energy NEE Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-6,360
Closed -$385K – 262
2019
Q4 		$385K Buy
6,360
+1,292
+25% +$75.4K 0.03% 228
2019
Q3 		$295K Sell
5,068
-1,252
-20% -$67.8K 0.02% 248
2019
Q2 		$324K Buy
6,320
+292
+5% +$14.4K 0.03% 224
2019
Q1 		$291K Buy
6,028
+60
+1% +$2.74K 0.02% 223
2018
Q4 		$259K Buy
5,968
+80
+1% +$3.5K 0.02% 227
2018
Q3 		$247K Buy
+5,888
New +$251K 0.02% 243
2018
Q2 		– Sell
-4,956
Closed -$202K – 282
2018
Q1 		$202K Buy
+4,956
New +$191K 0.02% 236
2017
Q3 		– Sell
-6,516
Closed -$228K – 254
2017
Q2 		$228K Buy
+6,516
New +$223K 0.03% 210
2016
Q4 		– Sell
-80
Closed -$2K – 491
2016
Q3 		$2K Hold
80
– – ﹤0.01% 755
2016
Q2 		$3K Hold
80
– – ﹤0.01% 800
2016
Q1 		$2K Sell
80
-712
-90% -$20K ﹤0.01% 715
2015
Q4 		$21K Sell
792
-48
-6% -$1.21K ﹤0.01% 414
2015
Q3 		$20K Sell
840
-1,152
-58% -$29.3K ﹤0.01% 447
2015
Q2 		$49K Buy
1,992
+200
+11% +$5.08K 0.01% 294
2015
Q1 		$47K Hold
1,792
– – 0.01% 291
2014
Q4 		$48K Hold
1,792
– – 0.01% 272
2014
Q3 		$42K Hold
1,792
– – 0.01% 273
2014
Q2 		$46K Buy
+1,792
New +$43.6K 0.01% 275
2014
Q1 		– Sell
-852
Closed -$18K – 642
2013
Q4 		$18K Buy
852
+532
+166% +$11.2K ﹤0.01% 382
2013
Q3 		$6K Hold
320
– – ﹤0.01% 444
2013
Q2 		$7K Buy
+320
New +$6.35K ﹤0.01% 449

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MYCIO Wealth Partners's NEE Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of NextEra Energy (NEE) in Q1 2020, closing a stake of 6,360 shares — an estimated $385K sold.

MYCIO Wealth Partners first reported a position in NEE in Q2 2013 and held it in 21 quarters. The position peaked at $385K in Q4 2019. 1,802 funds tracked by Wall St. Rank hold NEE as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining NextEra Energy position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 6,360 NextEra Energy shares in Q1 2020, an estimated $385K.
  • MYCIO Wealth Partners first reported a position in NextEra Energy in Q2 2013 and held it in 21 quarters.
  • MYCIO Wealth Partners's NextEra Energy position peaked at $385K in Q4 2019.
  • 1,802 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.