WFG Advisors’s NextEra Energy NEE Stock Holding History

WFG Advisors’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
2017 Q2	$947K	Buy	27,020 +2,224	+9%	+$76K	0.21%	112
2017 Q1	$796K	Sell	24,796 -2,020	-8%	-$63.5K	0.21%	112
2016 Q4	$801K	Buy	26,816 +5,748	+27%	+$172K	0.2%	128
2016 Q3	$644K	Sell	21,068 -3,312	-14%	-$104K	0.16%	151
2016 Q2	$795K	Buy	24,380 +576	+2%	+$17.3K	0.21%	116
2016 Q1	$704K	Buy	23,804 +1,624	+7%	+$45.6K	0.2%	121
2015 Q4	$576K	Buy	22,180 +124	+0.6%	+$3.14K	0.17%	145
2015 Q3	$538K	Sell	22,056 -1,188	-5%	-$30.2K	0.17%	141
2015 Q2	$570K	Sell	23,244 -3,348	-13%	-$85.1K	0.16%	142
2015 Q1	$692K	Sell	26,592 -21,768	-45%	-$574K	0.19%	122
2014 Q4	$1.28M	Sell	48,360 -4,320	-8%	-$109K	0.26%	79
2014 Q3	$1.24M	Buy	52,680 +2,756	+6%	+$66.5K	0.24%	95
2014 Q2	$1.28M	Buy	49,924 +2,532	+5%	+$61.6K	0.24%	97
2014 Q1	$1.13M	Buy	47,392 +68	+0.1%	+$1.54K	0.23%	97
2013 Q4	$1.01M	Buy	47,324 +4,836	+11%	+$102K	0.14%	166
2013 Q3	$851K	Sell	42,488 -204	-0.5%	-$4.21K	0.13%	186
2013 Q2	$870K	Buy	+42,692	New	+$847K	0.14%	170

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of America

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments

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