Sunflower Bank Wealth Management’s NextEra Energy NEE Stock Holding History

Sunflower Bank Wealth Management’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	-4,996	Closed	-$209K	–	131
2018 Q3	$209K	Hold	4,996	–	–	0.06%	133
2018 Q2	$209K	Sell	4,996 -800	-14%	-$32.3K	0.06%	135
2018 Q1	$237K	Hold	5,796	–	–	0.07%	128
2017 Q4	$226K	Buy	+5,796	New	+$224K	0.06%	125

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

Sunflower Bank Wealth Management's NEE Position: Q4 2018 in Review

Sunflower Bank Wealth Management sold out of NextEra Energy (NEE) in Q4 2018, closing a stake of 4,996 shares — an estimated $209K sold.

Sunflower Bank Wealth Management first reported a position in NEE in Q4 2017 and held it in 4 quarters. The position peaked at $237K in Q1 2018. 1,547 funds tracked by Wall St. Rank hold NEE as of Q4 2018.

Sunflower Bank Wealth Management reported no remaining NextEra Energy position as of Q4 2018 after selling out during the quarter.
Sunflower Bank Wealth Management sold 4,996 NextEra Energy shares in Q4 2018, an estimated $209K.
Sunflower Bank Wealth Management first reported a position in NextEra Energy in Q4 2017 and held it in 4 quarters.
Sunflower Bank Wealth Management's NextEra Energy position peaked at $237K in Q1 2018.
1,547 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2018.

Based on Sunflower Bank Wealth Management's 13F filing for Q4 2018, filed 31 Jan 2019.