SHJ
NEE icon

Sharkey, Howes & Javer’s NextEra Energy NEE Stock Holding History

Sharkey, Howes & Javer’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
-432
Closed -$17K – 210
2018
Q1 		$17K Buy
+432
New +$16.7K 0.01% 133
2016
Q2 		– Sell
-552
Closed -$16K – 256
2016
Q1 		$16K Buy
+552
New +$15.5K 0.01% 158

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sharkey, Howes & Javer's NEE Position: Q2 2018 in Review

Sharkey, Howes & Javer sold out of NextEra Energy (NEE) in Q2 2018, closing a stake of 432 shares — an estimated $17K sold.

Sharkey, Howes & Javer first reported a position in NEE in Q1 2016 and held it in 2 quarters. The position peaked at $17K in Q1 2018. 1,412 funds tracked by Wall St. Rank hold NEE as of Q2 2018.

  • Sharkey, Howes & Javer reported no remaining NextEra Energy position as of Q2 2018 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 432 NextEra Energy shares in Q2 2018, an estimated $17K.
  • Sharkey, Howes & Javer first reported a position in NextEra Energy in Q1 2016 and held it in 2 quarters.
  • Sharkey, Howes & Javer's NextEra Energy position peaked at $17K in Q1 2018.
  • 1,412 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2018.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2018, filed 26 Jul 2018.