RPg Family Wealth Advisory’s NextEra Energy NEE Stock Holding History

RPg Family Wealth Advisory’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	–	Sell	-316	Closed	-$13.2K	–	265
2018 Q2	$13.2K	Buy	+316	New	+$12.8K	0.01%	202
2017 Q4	–	Sell	-1,436	Closed	-$52.6K	–	285
2017 Q3	$52.6K	Buy	1,436 +792	+123%	+$29K	0.04%	133
2017 Q2	$22.6K	Buy	+644	New	+$22K	0.02%	229
2016 Q3	–	Sell	-484	Closed	-$15.8K	–	263
2016 Q2	$15.8K	Buy	484 +84	+21%	+$2.52K	0.01%	207
2016 Q1	$11.8K	Sell	400 -500	-56%	-$14K	0.01%	237
2015 Q4	$23.4K	Buy	+900	New	+$22.8K	0.02%	138

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

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

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

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

RPg Family Wealth Advisory's NEE Position: Q3 2018 in Review

RPg Family Wealth Advisory sold out of NextEra Energy (NEE) in Q3 2018, closing a stake of 316 shares — an estimated $13.2K sold.

RPg Family Wealth Advisory first reported a position in NEE in Q4 2015 and held it in 6 quarters. The position peaked at $52.6K in Q3 2017. 1,434 funds tracked by Wall St. Rank hold NEE as of Q3 2018.

RPg Family Wealth Advisory reported no remaining NextEra Energy position as of Q3 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 316 NextEra Energy shares in Q3 2018, an estimated $13.2K.
RPg Family Wealth Advisory first reported a position in NextEra Energy in Q4 2015 and held it in 6 quarters.
RPg Family Wealth Advisory's NextEra Energy position peaked at $52.6K in Q3 2017.
1,434 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2018, filed 14 Nov 2018.