SMA
NEE icon

Simply Money Advisors’s NextEra Energy NEE Stock Holding History

Simply Money Advisors’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
2013
Q3 		– Sell
-1,292
Closed -$26K – 284
2013
Q2 		$26K Buy
+1,292
New +$25.6K ﹤0.01% 92

Other funds holding NEE

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Simply Money Advisors's NEE Position: Q3 2013 in Review

Simply Money Advisors sold out of NextEra Energy (NEE) in Q3 2013, closing a stake of 1,292 shares — an estimated $26K sold.

Simply Money Advisors first reported a position in NEE in Q2 2013 and held it in 1 quarter. The position peaked at $26K in Q2 2013. 901 funds tracked by Wall St. Rank hold NEE as of Q3 2013.

  • Simply Money Advisors reported no remaining NextEra Energy position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 1,292 NextEra Energy shares in Q3 2013, an estimated $26K.
  • Simply Money Advisors first reported a position in NextEra Energy in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's NextEra Energy position peaked at $26K in Q2 2013.
  • 901 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.