Next Financial Group’s FuelCell Energy FCEL Stock Holding History

Next Financial Group’s Portfolio FCEL Stock Details FCEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$2K	Sell	13 -61	-82%	-$14.4K	﹤0.01%	2601
2021 Q3	$15K	Buy	74 +13	+21%	+$2.58K	﹤0.01%	1898
2021 Q2	$16K	Sell	61 -6	-9%	-$1.75K	﹤0.01%	1831
2021 Q1	$29K	Buy	+67	New	+$35.9K	﹤0.01%	1501
2019 Q1	–	Sell	-1	Closed	–	–	1759
2018 Q4	$0	Hold	1	–	–	﹤0.01%	1992
2018 Q3	$0	Buy	+1	New	+$432	﹤0.01%	1479
2017 Q4	–	Sell	-1	Closed	-$1K	–	617
2017 Q3	$1K	Buy	+1	New	+$540	﹤0.01%	1681
2017 Q1	–	Sell	-1	Closed	–	–	1997
2016 Q4	$0	Hold	1	–	–	﹤0.01%	2419
2016 Q3	$1K	Buy	+1	New	+$1.92K	﹤0.01%	2264

Other funds holding FCEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Next Financial Group's FCEL Position: Q4 2021 in Review

Next Financial Group reduced its FuelCell Energy (FCEL) stake by 82% in Q4 2021, selling an estimated $14.4K and leaving 13 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2601.

Next Financial Group first reported a position in FCEL in Q3 2016 and has held it in 9 quarters since. The position peaked at $29K in Q1 2021. 279 funds tracked by Wall St. Rank hold FCEL as of Q4 2021.

Next Financial Group held 13 shares of FuelCell Energy worth $2K as of Q4 2021.
Next Financial Group sold 61 FuelCell Energy shares in Q4 2021, an estimated $14.4K.
FuelCell Energy made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2601 holding.
Next Financial Group first reported a position in FuelCell Energy in Q3 2016 and has held it in 9 quarters since.
Next Financial Group's FuelCell Energy position peaked at $29K in Q1 2021.
279 funds tracked by Wall St. Rank held FuelCell Energy as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.