Pacific Sun Financial’s NextEra Energy NEE Stock Holding History

Pacific Sun Financial’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 Q1	–	Sell	-11,320	Closed	-$442K	–	171
2017 Q4	$442K	Buy	+11,320	New	+$437K	0.24%	82

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Pacific Sun Financial's NEE Position: Q1 2018 in Review

Pacific Sun Financial sold out of NextEra Energy (NEE) in Q1 2018, closing a stake of 11,320 shares — an estimated $442K sold.

Pacific Sun Financial first reported a position in NEE in Q4 2017 and held it in 1 quarter. The position peaked at $442K in Q4 2017. 1,416 funds tracked by Wall St. Rank hold NEE as of Q1 2018.

Pacific Sun Financial reported no remaining NextEra Energy position as of Q1 2018 after selling out during the quarter.
Pacific Sun Financial sold 11,320 NextEra Energy shares in Q1 2018, an estimated $442K.
Pacific Sun Financial first reported a position in NextEra Energy in Q4 2017 and held it in 1 quarter.
Pacific Sun Financial's NextEra Energy position peaked at $442K in Q4 2017.
1,416 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.