Ruggie Capital Group’s NextEra Energy NEE Stock Holding History

Ruggie Capital 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 Q4	–	Sell	-5,964	Closed	-$250K	–	511
2018 Q3	$250K	Sell	5,964 -168	-3%	-$7.15K	0.17%	85
2018 Q2	$256K	Buy	6,132 +168	+3%	+$6.78K	0.13%	94
2018 Q1	$244K	Hold	5,964	–	–	0.13%	76
2017 Q4	$233K	Hold	5,964	–	–	0.15%	72
2017 Q3	$219K	Hold	5,964	–	–	0.14%	63
2017 Q2	$209K	Hold	5,964	–	–	0.14%	65
2017 Q1	$191K	Buy	+5,964	New	+$188K	0.14%	62
2016 Q4	–	Sell	-5,964	Closed	-$182K	–	174
2016 Q3	$182K	Hold	5,964	–	–	0.16%	56
2016 Q2	$194K	Hold	5,964	–	–	0.18%	58
2016 Q1	$176K	Buy	+5,964	New	+$167K	0.18%	46
2015 Q4	–	Sell	-5,964	Closed	-$156K	–	115
2015 Q3	$156K	Hold	5,964	–	–	0.15%	49
2015 Q2	$146K	Hold	5,964	–	–	0.12%	55
2015 Q1	$155K	Hold	5,964	–	–	0.19%	39
2014 Q4	$158K	Buy	+5,964	New	+$151K	0.14%	47

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

Ruggie Capital Group's NEE Position: Q4 2018 in Review

Ruggie Capital Group sold out of NextEra Energy (NEE) in Q4 2018, closing a stake of 5,964 shares — an estimated $250K sold.

Ruggie Capital Group first reported a position in NEE in Q4 2014 and held it in 14 quarters. The position peaked at $256K in Q2 2018. 1,547 funds tracked by Wall St. Rank hold NEE as of Q4 2018.

Ruggie Capital Group reported no remaining NextEra Energy position as of Q4 2018 after selling out during the quarter.
Ruggie Capital Group sold 5,964 NextEra Energy shares in Q4 2018, an estimated $250K.
Ruggie Capital Group first reported a position in NextEra Energy in Q4 2014 and held it in 14 quarters.
Ruggie Capital Group's NextEra Energy position peaked at $256K in Q2 2018.
1,547 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2018.

Based on Ruggie Capital Group's 13F filing for Q4 2018, filed 31 Jan 2019.