Weatherstone Capital Management’s NextEra Energy NEE Stock Holding History

Weatherstone Capital 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
2019 Q1	$219K	Buy	+4,540	New	+$208K	0.23%	76
2017 Q1	–	Sell	-11,132	Closed	-$332K	–	96
2016 Q4	$332K	Hold	11,132	–	–	0.22%	51
2016 Q3	$340K	Hold	11,132	–	–	0.28%	49
2016 Q2	$363K	Hold	11,132	–	–	0.31%	45
2016 Q1	$329K	Hold	11,132	–	–	0.24%	55
2015 Q4	$289K	Hold	11,132	–	–	0.33%	57
2015 Q3	$271K	Hold	11,132	–	–	0.25%	45
2015 Q2	$273K	Hold	11,132	–	–	0.24%	58
2015 Q1	$291K	Hold	11,132	–	–	0.18%	59
2014 Q4	$300K	Hold	11,132	–	–	0.18%	53
2014 Q3	$260K	Hold	11,132	–	–	0.14%	46
2014 Q2	$285K	Hold	11,132	–	–	0.08%	58
2014 Q1	$264K	Hold	11,132	–	–	0.08%	47
2013 Q4	$237K	Hold	11,132	–	–	0.05%	63
2013 Q3	$223K	Hold	11,132	–	–	0.06%	50
2013 Q2	$224K	Buy	+11,132	New	+$221K	0.1%	44

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

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

Weatherstone Capital Management's NEE Position: Q1 2019 in Review

Weatherstone Capital Management opened a new position in NextEra Energy (NEE) in Q1 2019: 4,540 shares worth $219K. The stake represents 0.23% of the portfolio and ranks #76 among its holdings. This is a return to the name: Weatherstone Capital Management previously reported a position in NEE as recently as Q4 2016.

Weatherstone Capital Management first reported a position in NEE in Q2 2013 and has held it in 16 quarters since. The position peaked at $363K in Q2 2016. 1,586 funds tracked by Wall St. Rank hold NEE as of Q1 2019.

Weatherstone Capital Management held 4,540 shares of NextEra Energy worth $219K as of Q1 2019.
NextEra Energy was a new Weatherstone Capital Management position in Q1 2019.
NextEra Energy made up 0.23% of Weatherstone Capital Management's portfolio in Q1 2019, its #76 holding.
Weatherstone Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 16 quarters since.
Weatherstone Capital Management's NextEra Energy position peaked at $363K in Q2 2016.
1,586 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.