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Rand Wealth’s NextEra Energy NEE Stock Holding History

Rand Wealth’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
Q3 		$237K Hold
5,656
– – 0.03% 214
2018
Q2 		$236K Hold
5,656
– – 0.03% 212
2018
Q1 		$231K Hold
5,656
– – 0.03% 209
2017
Q4 		$221K Sell
5,656
-1,000
-15% -$38.6K 0.02% 215
2017
Q3 		$244K Hold
6,656
– – 0.03% 203
2017
Q2 		$233K Buy
+6,656
New +$228K 0.03% 196

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rand Wealth's NEE Position: Q3 2018 in Review

Rand Wealth held its NextEra Energy (NEE) position steady in Q3 2018 at 5,656 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #214.

Rand Wealth first reported a position in NEE in Q2 2017 and has held it in 6 quarters since. The position peaked at $244K in Q3 2017. 1,434 funds tracked by Wall St. Rank hold NEE as of Q3 2018.

  • Rand Wealth held 5,656 shares of NextEra Energy worth $237K as of Q3 2018.
  • Rand Wealth left its NextEra Energy share count unchanged in Q3 2018.
  • NextEra Energy made up 0.03% of Rand Wealth's portfolio in Q3 2018, its #214 holding.
  • Rand Wealth first reported a position in NextEra Energy in Q2 2017 and has held it in 6 quarters since.
  • Rand Wealth's NextEra Energy position peaked at $244K in Q3 2017.
  • 1,434 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2018.

Based on Rand Wealth's 13F filing for Q3 2018, filed 13 Nov 2018.