Visionary Asset Management’s NextEra Energy NEE Stock Holding History

Visionary 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
2018 Q3	–	Sell	-5,812	Closed	-$243K	–	315
2018 Q2	$243K	Buy	+5,812	New	+$235K	0.08%	219
2017 Q4	–	Sell	-5,720	Closed	-$210K	–	298
2017 Q3	$210K	Buy	+5,720	New	+$210K	0.06%	224
2014 Q3	–	Sell	-412	Closed	-$11K	–	263
2014 Q2	$11K	Buy	+412	New	+$10K	﹤0.01%	262

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

Visionary Asset Management's NEE Position: Q3 2018 in Review

Visionary Asset Management sold out of NextEra Energy (NEE) in Q3 2018, closing a stake of 5,812 shares — an estimated $243K sold.

Visionary Asset Management first reported a position in NEE in Q2 2014 and held it in 3 quarters. The position peaked at $243K in Q2 2018. 1,434 funds tracked by Wall St. Rank hold NEE as of Q3 2018.

Visionary Asset Management reported no remaining NextEra Energy position as of Q3 2018 after selling out during the quarter.
Visionary Asset Management sold 5,812 NextEra Energy shares in Q3 2018, an estimated $243K.
Visionary Asset Management first reported a position in NextEra Energy in Q2 2014 and held it in 3 quarters.
Visionary Asset Management's NextEra Energy position peaked at $243K in Q2 2018.
1,434 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2018.

Based on Visionary Asset Management's 13F filing for Q3 2018, filed 5 Oct 2018.