Sound View Wealth Advisors’s NextEra Energy NEE Stock Holding History

Sound View Wealth 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
2019 Q1	$1.59M	Sell	32,844 -2,932	-8%	-$134K	0.5%	62
2018 Q4	$1.55M	Buy	+35,776	New	+$1.56M	0.56%	53

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Sound View Wealth Advisors's NEE Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its NextEra Energy (NEE) stake by 8.2% in Q1 2019, selling an estimated $134K and leaving 32,844 shares worth $1.59M. The position accounts for 0.5% of the portfolio, ranked #62.

Sound View Wealth Advisors first reported a position in NEE in Q4 2018 and has held it in 2 quarters since. 1,586 funds tracked by Wall St. Rank hold NEE as of Q1 2019.

Sound View Wealth Advisors held 32,844 shares of NextEra Energy worth $1.59M as of Q1 2019.
Sound View Wealth Advisors sold 2,932 NextEra Energy shares in Q1 2019, an estimated $134K.
NextEra Energy made up 0.5% of Sound View Wealth Advisors's portfolio in Q1 2019, its #62 holding.
Sound View Wealth Advisors first reported a position in NextEra Energy in Q4 2018 and has held it in 2 quarters since.
1,586 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.