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Wealthfront’s NextEra Energy NEE Stock Holding History

Wealthfront’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 		$3.52M Sell
84,124
-2,300
-3% -$97.9K 0.03% 85
2018
Q2 		$3.61M Sell
86,424
-31,420
-27% -$1.27M 0.04% 82
2018
Q1 		$4.81M Buy
117,844
+27,772
+31% +$1.07M 0.05% 64
2017
Q4 		$3.52M Buy
90,072
+18,208
+25% +$703K 0.04% 74
2017
Q3 		$2.63M Buy
71,864
+7,772
+12% +$285K 0.03% 86
2017
Q2 		$2.25M Buy
64,092
+16,552
+35% +$566K 0.03% 86
2017
Q1 		$1.53M Buy
47,540
+14,504
+44% +$456K 0.03% 105
2016
Q4 		$987K Buy
33,036
+1,916
+6% +$57.2K 0.02% 118
2016
Q3 		$952K Buy
31,120
+2,928
+10% +$92.2K 0.02% 108
2016
Q2 		$919K Buy
28,192
+6,240
+28% +$187K 0.03% 103
2016
Q1 		$649K Buy
21,952
+8,932
+69% +$251K 0.02% 123
2015
Q4 		$338K Buy
13,020
+2,628
+25% +$66.5K 0.01% 197
2015
Q3 		$253K Sell
10,392
-2,552
-20% -$64.9K 0.01% 234
2015
Q2 		$317K Buy
12,944
+3,672
+40% +$93.3K 0.01% 181
2015
Q1 		$241K Buy
9,272
+2,176
+31% +$57.4K 0.01% 206
2014
Q4 		$189K Buy
7,096
+712
+11% +$18K 0.01% 226
2014
Q3 		$150K Buy
6,384
+840
+15% +$20.3K 0.01% 205
2014
Q2 		$136K Buy
5,544
+2,064
+59% +$50.2K 0.01% 166
2014
Q1 		$83K Buy
+3,480
New +$78.8K 0.01% 167

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront's NEE Position: Q3 2018 in Review

Wealthfront reduced its NextEra Energy (NEE) stake by 2.7% in Q3 2018, selling an estimated $97.9K and leaving 84,124 shares worth $3.52M. The position accounts for 0.03% of the portfolio, ranked #85.

Wealthfront first reported a position in NEE in Q1 2014 and has held it in 19 quarters since. The position peaked at $4.81M in Q1 2018. 1,435 funds tracked by Wall St. Rank hold NEE as of Q3 2018.

  • Wealthfront held 84,124 shares of NextEra Energy worth $3.52M as of Q3 2018.
  • Wealthfront sold 2,300 NextEra Energy shares in Q3 2018, an estimated $97.9K.
  • NextEra Energy made up 0.03% of Wealthfront's portfolio in Q3 2018, its #85 holding.
  • Wealthfront first reported a position in NextEra Energy in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's NextEra Energy position peaked at $4.81M in Q1 2018.
  • 1,435 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.