Wellesley Investment Partners’s NextEra Energy NEE Stock Holding History

Wellesley Investment Partners’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	-6,540	Closed	-$284K	–	124
2018 Q4	$284K	Sell	6,540 -776	-11%	-$33.9K	0.1%	98
2018 Q3	$306K	Buy	7,316 +8	+0.1%	+$341	0.1%	102
2018 Q2	$305K	Buy	7,308 +4	+0.1%	+$162	0.11%	99
2018 Q1	$298K	Buy	7,304 +668	+10%	+$25.8K	0.11%	104
2017 Q4	$259K	Buy	6,636 +4	+0.1%	+$154	0.1%	105
2017 Q3	$242K	Sell	6,632 -28	-0.4%	-$1.03K	0.1%	108
2017 Q2	$233K	Buy	6,660 +28	+0.4%	+$957	0.1%	105
2017 Q1	$212K	Buy	+6,632	New	+$209K	0.09%	108
2016 Q4	–	Sell	-6,632	Closed	-$202K	–	108
2016 Q3	$202K	Hold	6,632	–	–	0.1%	97
2016 Q2	$216K	Buy	+6,632	New	+$199K	0.12%	92

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellesley Investment Partners's NEE Position: Q1 2019 in Review

Wellesley Investment Partners sold out of NextEra Energy (NEE) in Q1 2019, closing a stake of 6,540 shares — an estimated $284K sold.

Wellesley Investment Partners first reported a position in NEE in Q2 2016 and held it in 10 quarters. The position peaked at $306K in Q3 2018. 1,586 funds tracked by Wall St. Rank hold NEE as of Q1 2019.

Wellesley Investment Partners reported no remaining NextEra Energy position as of Q1 2019 after selling out during the quarter.
Wellesley Investment Partners sold 6,540 NextEra Energy shares in Q1 2019, an estimated $284K.
Wellesley Investment Partners first reported a position in NextEra Energy in Q2 2016 and held it in 10 quarters.
Wellesley Investment Partners's NextEra Energy position peaked at $306K in Q3 2018.
1,586 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2019.

Based on Wellesley Investment Partners's 13F filing for Q1 2019, filed 15 May 2019.