Steward Partners Investment Advisory’s NextEra Energy, Inc. NEE.PRR Stock Holding History

Steward Partners Investment Advisory’s Portfolio NEE.PRR Stock Details NEE.PRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,267	Closed	-$82K	–	2866
2019 Q2	$82K	Buy	+1,267	New	+$79.9K	﹤0.01%	1135
2018 Q4	–	Sell	-266	Closed	-$15K	–	2518
2018 Q3	$15K	Buy	266 +200	+303%	+$11.6K	﹤0.01%	1712
2018 Q2	$4K	Hold	66	–	–	﹤0.01%	2096
2018 Q1	$3K	Hold	66	–	–	﹤0.01%	1968
2017 Q4	$3K	Hold	66	–	–	﹤0.01%	1671
2017 Q3	$3K	Hold	66	–	–	﹤0.01%	1448
2017 Q2	$3K	Hold	66	–	–	﹤0.01%	1378
2017 Q1	$3K	Buy	+66	New	+$3.33K	﹤0.01%	1275

Other funds holding NEE.PRR

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Steward Partners Investment Advisory's NEE.PRR Position: Q3 2019 in Review

Steward Partners Investment Advisory sold out of NextEra Energy, Inc. (NEE.PRR) in Q3 2019, closing a stake of 1,267 shares — an estimated $82K sold.

Steward Partners Investment Advisory first reported a position in NEE.PRR in Q1 2017 and held it in 8 quarters. The position peaked at $82K in Q2 2019. 1 fund tracked by Wall St. Rank holds NEE.PRR as of Q3 2019.

Steward Partners Investment Advisory reported no remaining NextEra Energy, Inc. position as of Q3 2019 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,267 NextEra Energy, Inc. shares in Q3 2019, an estimated $82K.
Steward Partners Investment Advisory first reported a position in NextEra Energy, Inc. in Q1 2017 and held it in 8 quarters.
Steward Partners Investment Advisory's NextEra Energy, Inc. position peaked at $82K in Q2 2019.
1 fund tracked by Wall St. Rank held NextEra Energy, Inc. as of Q3 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2019, filed 30 Oct 2019.