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WP Advisors’s NextEra Energy NEE Stock Holding History

WP 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
2019
Q2 		– Sell
-1,832
Closed -$885 – 130
2019
Q1 		$885 Buy
+1,832
New +$83.8K 0.1% 94
2018
Q4 		– Sell
-1,808
Closed -$76K – 173
2018
Q3 		$76K Buy
1,808
+12
+0.7% +$511 0.07% 107
2018
Q2 		$75K Buy
+1,796
New +$72.5K 0.07% 108

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

WP Advisors's NEE Position: Q2 2019 in Review

WP Advisors sold out of NextEra Energy (NEE) in Q2 2019, closing a stake of 1,832 shares — an estimated $885 sold.

WP Advisors first reported a position in NEE in Q2 2018 and held it in 3 quarters. The position peaked at $76K in Q3 2018. 1,599 funds tracked by Wall St. Rank hold NEE as of Q2 2019.

  • WP Advisors reported no remaining NextEra Energy position as of Q2 2019 after selling out during the quarter.
  • WP Advisors sold 1,832 NextEra Energy shares in Q2 2019, an estimated $885.
  • WP Advisors first reported a position in NextEra Energy in Q2 2018 and held it in 3 quarters.
  • WP Advisors's NextEra Energy position peaked at $76K in Q3 2018.
  • 1,599 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.