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New England Private Wealth Advisors’s NextEra Energy NEE Stock Holding History

New England Private Wealth Advisors’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
Q4 		– Sell
-10,776
Closed -$626K – 133
2019
Q3 		$626K Sell
10,776
-56
-0.5% -$3.03K 0.15% 84
2019
Q2 		$555K Buy
10,832
+56
+0.5% +$2.75K 0.13% 87
2019
Q1 		$523K Buy
10,776
+48
+0.4% +$2.19K 0.14% 88
2018
Q4 		$466K Buy
10,728
+616
+6% +$26.9K 0.14% 87
2018
Q3 		$424K Buy
10,112
+64
+0.6% +$2.72K 0.11% 99
2018
Q2 		$418K Sell
10,048
-7,512
-43% -$303K 0.12% 95
2018
Q1 		$715K Buy
17,560
+120
+0.7% +$4.63K 0.2% 70
2017
Q4 		$682K Buy
17,440
+92
+0.5% +$3.55K 0.19% 74
2017
Q3 		$634K Sell
17,348
-4,020
-19% -$147K 0.19% 70
2017
Q2 		$749K Hold
21,368
– – 0.23% 61
2017
Q1 		$690K Hold
21,368
– – 0.22% 61
2016
Q4 		$638K Hold
21,368
– – 0.22% 62
2016
Q3 		$653K Buy
21,368
+4,024
+23% +$127K 0.23% 61
2016
Q2 		$566K Hold
17,344
– – 0.22% 63
2016
Q1 		$513K Sell
17,344
-224
-1% -$6.29K 0.21% 66
2015
Q4 		$457K Hold
17,568
– – 0.18% 72
2015
Q3 		$428K Buy
17,568
+4
+0% +$102 0.18% 66
2015
Q2 		$430K Hold
17,564
– – 0.16% 68
2015
Q1 		$460K Hold
17,564
– – 0.18% 64
2014
Q4 		$469K Buy
17,564
+4
+0% +$101 0.18% 68
2014
Q3 		$413K Buy
17,560
+216
+1% +$5.22K 0.17% 68
2014
Q2 		$444K Hold
17,344
– – 0.18% 67
2014
Q1 		$414K Sell
17,344
-800
-4% -$18.1K 0.17% 67
2013
Q4 		$388K Buy
18,144
+400
+2% +$8.43K 0.18% 63
2013
Q3 		$356K Buy
+17,744
New +$366K 0.19% 57

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 $3.38T AUM 44.17% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

New England Private Wealth Advisors's NEE Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of NextEra Energy (NEE) in Q4 2019, closing a stake of 10,776 shares — an estimated $626K sold.

New England Private Wealth Advisors first reported a position in NEE in Q3 2013 and held it in 25 quarters. The position peaked at $749K in Q2 2017. 1,785 funds tracked by Wall St. Rank hold NEE as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining NextEra Energy position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 10,776 NextEra Energy shares in Q4 2019, an estimated $626K.
  • New England Private Wealth Advisors first reported a position in NextEra Energy in Q3 2013 and held it in 25 quarters.
  • New England Private Wealth Advisors's NextEra Energy position peaked at $749K in Q2 2017.
  • 1,785 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.