WAS
NEE icon

WESPAC Advisors SoCal’s NextEra Energy NEE Stock Holding History

WESPAC Advisors SoCal’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
-560
Closed -$24K – 356
2018
Q4 		$24K Buy
+560
New +$24.5K 0.02% 163
2016
Q4 		– Sell
-740
Closed -$22.6K – 276
2016
Q3 		$22.6K Hold
740
– – 0.02% 143
2016
Q2 		$24.1K Hold
740
– – 0.02% 148
2016
Q1 		$21.9K Buy
+740
New +$20.8K 0.02% 148

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WESPAC Advisors SoCal's NEE Position: Q1 2019 in Review

WESPAC Advisors SoCal sold out of NextEra Energy (NEE) in Q1 2019, closing a stake of 560 shares — an estimated $24K sold.

WESPAC Advisors SoCal first reported a position in NEE in Q1 2016 and held it in 4 quarters. The position peaked at $24.1K in Q2 2016. 1,586 funds tracked by Wall St. Rank hold NEE as of Q1 2019.

  • WESPAC Advisors SoCal reported no remaining NextEra Energy position as of Q1 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 560 NextEra Energy shares in Q1 2019, an estimated $24K.
  • WESPAC Advisors SoCal first reported a position in NextEra Energy in Q1 2016 and held it in 4 quarters.
  • WESPAC Advisors SoCal's NextEra Energy position peaked at $24.1K in Q2 2016.
  • 1,586 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2019, filed 2 May 2019.