Pinkerton Retirement Specialists’s NextEra Energy NEE Stock Holding History

Pinkerton Retirement Specialists’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 Q4	–	Sell	-552	Closed	-$23K	–	118
2018 Q3	$23K	Hold	552	–	–	0.01%	109
2018 Q2	$23K	Hold	552	–	–	0.01%	115
2018 Q1	$23K	Hold	552	–	–	0.01%	108
2017 Q4	$21K	Hold	552	–	–	0.01%	129
2017 Q3	$20K	Hold	552	–	–	0.01%	96
2017 Q2	$19K	Hold	552	–	–	0.01%	103
2017 Q1	$18K	Sell	552 -408	-43%	-$12.8K	0.01%	76
2016 Q4	$29K	Sell	960 -17,728	-95%	-$530K	0.01%	255
2016 Q3	$529K	Buy	18,688 +17,720	+1,831%	+$558K	0.22%	66
2016 Q2	$32K	Sell	968 -16	-2%	-$480	0.02%	240
2016 Q1	$27K	Buy	984 +432	+78%	+$12.1K	0.02%	62
2015 Q4	$14K	Hold	552	–	–	0.01%	70
2015 Q3	$13K	Sell	552 -600	-52%	-$15.3K	0.02%	82
2015 Q2	$28K	Sell	1,152 -17,852	-94%	-$454K	0.02%	63
2015 Q1	$9K	Hold	19,004	–	–	0.01%	92
2014 Q4	$14K	Buy	+19,004	New	+$480K	0.01%	98

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinkerton Retirement Specialists's NEE Position: Q4 2018 in Review

Pinkerton Retirement Specialists sold out of NextEra Energy (NEE) in Q4 2018, closing a stake of 552 shares — an estimated $23K sold.

Pinkerton Retirement Specialists first reported a position in NEE in Q4 2014 and held it in 16 quarters. The position peaked at $529K in Q3 2016. 1,547 funds tracked by Wall St. Rank hold NEE as of Q4 2018.

Pinkerton Retirement Specialists reported no remaining NextEra Energy position as of Q4 2018 after selling out during the quarter.
Pinkerton Retirement Specialists sold 552 NextEra Energy shares in Q4 2018, an estimated $23K.
Pinkerton Retirement Specialists first reported a position in NextEra Energy in Q4 2014 and held it in 16 quarters.
Pinkerton Retirement Specialists's NextEra Energy position peaked at $529K in Q3 2016.
1,547 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2018.

Based on Pinkerton Retirement Specialists's 13F filing for Q4 2018, filed 15 Feb 2019.