Watermark Asset Management’s NextEra Energy NEE Stock Holding History

Watermark 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 Q4	$2K	Hold	56	–	–	﹤0.01%	243
2018 Q3	$2K	Hold	56	–	–	﹤0.01%	211
2018 Q2	$2K	Hold	56	–	–	﹤0.01%	213
2018 Q1	$2K	Hold	56	–	–	﹤0.01%	218
2017 Q4	$2K	Hold	56	–	–	﹤0.01%	232
2017 Q3	$2K	Hold	56	–	–	﹤0.01%	222
2017 Q2	$2K	Hold	56	–	–	﹤0.01%	231
2017 Q1	$2K	Buy	+56	New	+$1.76K	﹤0.01%	224

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

Watermark Asset Management's NEE Position: Q4 2018 in Review

Watermark Asset Management held its NextEra Energy (NEE) position steady in Q4 2018 at 56 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Watermark Asset Management first reported a position in NEE in Q1 2017 and has held it in 8 quarters since. 1,547 funds tracked by Wall St. Rank hold NEE as of Q4 2018.

Watermark Asset Management held 56 shares of NextEra Energy worth $2K as of Q4 2018.
Watermark Asset Management left its NextEra Energy share count unchanged in Q4 2018.
NextEra Energy made up ﹤0.01% of Watermark Asset Management's portfolio in Q4 2018, its #243 holding.
Watermark Asset Management first reported a position in NextEra Energy in Q1 2017 and has held it in 8 quarters since.
1,547 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2018.

Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.