WealthTrust-Arizona’s NextEra Energy NEE Stock Holding History

WealthTrust-Arizona’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	$19K	Sell	448 -4	-0.9%	-$175	0.01%	279
2018 Q3	$19K	Hold	452	–	–	0.01%	293
2018 Q2	$19K	Sell	452 -84	-16%	-$3.39K	0.01%	269
2018 Q1	$22K	Sell	536 -12	-2%	-$463	0.01%	265
2017 Q4	$21K	Hold	548	–	–	0.01%	277
2017 Q3	$20K	Sell	548 -4	-0.7%	-$147	0.01%	282
2017 Q2	$19K	Hold	552	–	–	0.01%	276
2017 Q1	$18K	Hold	552	–	–	0.01%	271
2016 Q4	$16K	Hold	552	–	–	0.01%	299
2016 Q3	$17K	Hold	552	–	–	0.01%	278
2016 Q2	$18K	Sell	552 -4	-0.7%	-$120	0.01%	250
2016 Q1	$16K	Sell	556 -12	-2%	-$337	0.01%	277
2015 Q4	$15K	Sell	568 -4	-0.7%	-$101	0.01%	320
2015 Q3	$14K	Sell	572 -8	-1%	-$203	0.01%	329
2015 Q2	$14K	Sell	580 -4	-0.7%	-$102	0.01%	348
2015 Q1	$15K	Sell	584 -4	-0.7%	-$106	0.01%	337
2014 Q4	$16K	Sell	588 -4	-0.7%	-$101	0.01%	328
2014 Q3	$14K	Hold	592	–	–	0.02%	358
2014 Q2	$15K	Sell	592 -80	-12%	-$1.95K	0.02%	345
2014 Q1	$16K	Hold	672	–	–	0.02%	338
2013 Q4	$14K	Sell	672 -16	-2%	-$337	0.02%	341
2013 Q3	$14K	Hold	688	–	–	0.02%	302
2013 Q2	$14K	Buy	+688	New	+$13.7K	0.02%	279

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 $3.37T AUM 44.26% 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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthTrust-Arizona's NEE Position: Q4 2018 in Review

WealthTrust-Arizona reduced its NextEra Energy (NEE) stake by 0.88% in Q4 2018, selling an estimated $175 and leaving 448 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #279.

WealthTrust-Arizona first reported a position in NEE in Q2 2013 and has held it in 23 quarters since. The position peaked at $22K in Q1 2018. 1,548 funds tracked by Wall St. Rank hold NEE as of Q4 2018.

WealthTrust-Arizona held 448 shares of NextEra Energy worth $19K as of Q4 2018.
WealthTrust-Arizona sold 4 NextEra Energy shares in Q4 2018, an estimated $175.
NextEra Energy made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #279 holding.
WealthTrust-Arizona first reported a position in NextEra Energy in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's NextEra Energy position peaked at $22K in Q1 2018.
1,548 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.