Vantage Investment Advisors’s NextEra Energy NEE Stock Holding History

Vantage Investment 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
2018 Q3	$231K	Buy	6,096 +588	+11%	+$25K	0.05%	140
2018 Q2	$230K	Hold	5,508	–	–	0.06%	136
2018 Q1	$225K	Sell	5,508 -4,608	-46%	-$178K	0.06%	136
2017 Q4	$395K	Buy	10,116 +4,608	+84%	+$178K	0.09%	113
2017 Q3	$202K	Buy	5,508 +164	+3%	+$6.01K	0.05%	136
2017 Q2	$187K	Buy	5,344 +80	+2%	+$2.73K	0.05%	135
2017 Q1	$169K	Hold	5,264	–	–	0.06%	137
2016 Q4	$157K	Hold	5,264	–	–	0.06%	130
2016 Q3	$161K	Sell	5,264 -1,240	-19%	-$39.1K	0.07%	124
2016 Q2	$212K	Sell	6,504 -96	-1%	-$2.88K	0.09%	117
2016 Q1	$195K	Buy	6,600 +160	+2%	+$4.49K	0.09%	121
2015 Q4	$167K	Hold	6,440	–	–	0.08%	122
2015 Q3	$157K	Hold	6,440	–	–	0.09%	125
2015 Q2	$158K	Sell	6,440 -3,760	-37%	-$95.6K	0.09%	130
2015 Q1	$265K	Buy	10,200 +3,760	+58%	+$99.2K	0.08%	139
2014 Q4	$171K	Buy	6,440 +200	+3%	+$5.05K	0.1%	122
2014 Q3	$146K	Hold	6,240	–	–	0.09%	128
2014 Q2	$160K	Hold	6,240	–	–	0.1%	123
2014 Q1	$149K	Hold	6,240	–	–	0.1%	122
2013 Q4	$134K	Buy	+6,240	New	+$132K	0.09%	127

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Vantage Investment Advisors's NEE Position: Q3 2018 in Review

Vantage Investment Advisors increased its NextEra Energy (NEE) stake by 11% in Q3 2018, buying an estimated $25K and bringing the position to 6,096 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #140.

Vantage Investment Advisors first reported a position in NEE in Q4 2013 and has held it in 20 quarters since. The position peaked at $395K in Q4 2017. 1,434 funds tracked by Wall St. Rank hold NEE as of Q3 2018.

Vantage Investment Advisors held 6,096 shares of NextEra Energy worth $231K as of Q3 2018.
Vantage Investment Advisors bought 588 NextEra Energy shares in Q3 2018, an estimated $25K.
NextEra Energy made up 0.05% of Vantage Investment Advisors's portfolio in Q3 2018, its #140 holding.
Vantage Investment Advisors first reported a position in NextEra Energy in Q4 2013 and has held it in 20 quarters since.
Vantage Investment Advisors's NextEra Energy position peaked at $395K in Q4 2017.
1,434 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.