WealthOne’s NextEra Energy NEE Stock Holding History

WealthOne’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 Q1	–	Sell	-428	Closed	-$19K	–	376
2018 Q4	$19K	Buy	+428	New	+$18.7K	0.02%	291

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

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

WealthOne's NEE Position: Q1 2019 in Review

WealthOne sold out of NextEra Energy (NEE) in Q1 2019, closing a stake of 428 shares — an estimated $19K sold.

WealthOne first reported a position in NEE in Q4 2018 and held it in 1 quarter. The position peaked at $19K in Q4 2018. 1,586 funds tracked by Wall St. Rank hold NEE as of Q1 2019.

WealthOne reported no remaining NextEra Energy position as of Q1 2019 after selling out during the quarter.
WealthOne sold 428 NextEra Energy shares in Q1 2019, an estimated $19K.
WealthOne first reported a position in NextEra Energy in Q4 2018 and held it in 1 quarter.
WealthOne's NextEra Energy position peaked at $19K in Q4 2018.
1,586 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.