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Planning Solutions Group’s NextEra Energy NEE Stock Holding History

Planning Solutions Group’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
Q2 		$384K Sell
7,496
-200
-3% -$9.84K 0.2% 86
2019
Q1 		$372K Buy
7,696
+208
+3% +$9.51K 0.2% 90
2018
Q4 		$325K Buy
+7,488
New +$327K 0.2% 91

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Planning Solutions Group's NEE Position: Q2 2019 in Review

Planning Solutions Group reduced its NextEra Energy (NEE) stake by 2.6% in Q2 2019, selling an estimated $9.84K and leaving 7,496 shares worth $384K. The position accounts for 0.2% of the portfolio, ranked #86.

Planning Solutions Group first reported a position in NEE in Q4 2018 and has held it in 3 quarters since. 1,599 funds tracked by Wall St. Rank hold NEE as of Q2 2019.

  • Planning Solutions Group held 7,496 shares of NextEra Energy worth $384K as of Q2 2019.
  • Planning Solutions Group sold 200 NextEra Energy shares in Q2 2019, an estimated $9.84K.
  • NextEra Energy made up 0.2% of Planning Solutions Group's portfolio in Q2 2019, its #86 holding.
  • Planning Solutions Group first reported a position in NextEra Energy in Q4 2018 and has held it in 3 quarters since.
  • 1,599 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.