WCAMG
NEE icon

Woodard & Company Asset Management Group’s NextEra Energy NEE Stock Holding History

Woodard & Company Asset Management Group’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
2018
Q4 		– Sell
-1,132
Closed -$48K – 156
2018
Q3 		$48K Buy
1,132
+132
+13% +$5.62K 0.04% 93
2018
Q2 		$41.8K Hold
1,000
– – 0.04% 94
2018
Q1 		$41K Hold
1,000
– – 0.04% 97
2017
Q4 		$39K Buy
+1,000
New +$38.6K 0.03% 113

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

Woodard & Company Asset Management Group's NEE Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of NextEra Energy (NEE) in Q4 2018, closing a stake of 1,132 shares — an estimated $48K sold.

Woodard & Company Asset Management Group first reported a position in NEE in Q4 2017 and held it in 4 quarters. The position peaked at $48K in Q3 2018. 1,548 funds tracked by Wall St. Rank hold NEE as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining NextEra Energy position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 1,132 NextEra Energy shares in Q4 2018, an estimated $48K.
  • Woodard & Company Asset Management Group first reported a position in NextEra Energy in Q4 2017 and held it in 4 quarters.
  • Woodard & Company Asset Management Group's NextEra Energy position peaked at $48K in Q3 2018.
  • 1,548 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.