Risk Paradigm Group’s NextEra Energy NEE Stock Holding History

Risk Paradigm 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
2018 Q2	–	Sell	-584	Closed	-$23.8K	–	166
2018 Q1	$23.8K	Sell	584 -1,064	-65%	-$41K	0.03%	179
2017 Q4	$64.3K	Sell	1,648 -1,756	-52%	-$67.8K	0.07%	143
2017 Q3	$125K	Buy	3,404 +1,768	+108%	+$64.8K	0.15%	96
2017 Q2	$57.3K	Buy	1,636 +184	+13%	+$6.29K	0.07%	145
2017 Q1	$46.6K	Hold	1,452	–	–	0.05%	150
2016 Q4	$43.4K	Hold	1,452	–	–	0.05%	165
2016 Q3	$44.4K	Hold	1,452	–	–	0.03%	180
2016 Q2	$47.3K	Hold	1,452	–	–	0.06%	152
2016 Q1	$43K	Sell	1,452 -280	-16%	-$7.86K	0.05%	142
2015 Q4	$45K	Buy	1,732 +156	+10%	+$3.95K	0.05%	144
2015 Q3	$38.4K	Buy	1,576 +124	+9%	+$3.15K	0.08%	103
2015 Q2	$35.6K	Hold	1,452	–	–	0.03%	132
2015 Q1	$37.8K	Buy	+1,452	New	+$38.3K	0.04%	126

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

Risk Paradigm Group's NEE Position: Q2 2018 in Review

Risk Paradigm Group sold out of NextEra Energy (NEE) in Q2 2018, closing a stake of 584 shares — an estimated $23.8K sold.

Risk Paradigm Group first reported a position in NEE in Q1 2015 and held it in 13 quarters. The position peaked at $125K in Q3 2017. 1,412 funds tracked by Wall St. Rank hold NEE as of Q2 2018.

Risk Paradigm Group reported no remaining NextEra Energy position as of Q2 2018 after selling out during the quarter.
Risk Paradigm Group sold 584 NextEra Energy shares in Q2 2018, an estimated $23.8K.
Risk Paradigm Group first reported a position in NextEra Energy in Q1 2015 and held it in 13 quarters.
Risk Paradigm Group's NextEra Energy position peaked at $125K in Q3 2017.
1,412 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2018.

Based on Risk Paradigm Group's 13F filing for Q2 2018, filed 10 Aug 2018.