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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

WFG Advisors's NEE Position: Q2 2017 in Review

WFG Advisors increased its NextEra Energy (NEE) stake by 9% in Q2 2017, buying an estimated $76K and bringing the position to 27,020 shares worth $947K. The position accounts for 0.21% of the portfolio, ranked #112.

WFG Advisors first reported a position in NEE in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.28M in Q4 2014. 1,223 funds tracked by Wall St. Rank hold NEE as of Q2 2017.

WFG Advisors held 27,020 shares of NextEra Energy worth $947K as of Q2 2017.
WFG Advisors bought 2,224 NextEra Energy shares in Q2 2017, an estimated $76K.
NextEra Energy made up 0.21% of WFG Advisors's portfolio in Q2 2017, its #112 holding.
WFG Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's NextEra Energy position peaked at $1.28M in Q4 2014.
1,223 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.