TFG Asset Management’s NextEra Energy NEE Stock Holding History

TFG Asset 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
2019 Q2	–	Sell	-60,800	Closed	-$2.94M	–	60
2019 Q1	$2.94M	Buy	+60,800	New	+$2.78M	0.37%	35
2018 Q3	–	Sell	-76,000	Closed	-$3.17M	–	61
2018 Q2	$3.17M	Buy	+76,000	New	+$3.07M	0.43%	34

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFG Asset Management's NEE Position: Q2 2019 in Review

TFG Asset Management sold out of NextEra Energy (NEE) in Q2 2019, closing a stake of 60,800 shares — an estimated $2.94M sold.

TFG Asset Management first reported a position in NEE in Q2 2018 and held it in 2 quarters. The position peaked at $3.17M in Q2 2018. 1,598 funds tracked by Wall St. Rank hold NEE as of Q2 2019.

TFG Asset Management reported no remaining NextEra Energy position as of Q2 2019 after selling out during the quarter.
TFG Asset Management sold 60,800 NextEra Energy shares in Q2 2019, an estimated $2.94M.
TFG Asset Management first reported a position in NextEra Energy in Q2 2018 and held it in 2 quarters.
TFG Asset Management's NextEra Energy position peaked at $3.17M in Q2 2018.
1,598 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2019.

Based on TFG Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.