1st Global Advisors’s NextEra Energy NEE Stock Holding History

1st Global 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
2015 Q1	–	Sell	-11,360	Closed	-$302K	–	487
2014 Q4	$302K	Sell	11,360 -1,460	-11%	-$36.9K	0.04%	316
2014 Q3	$301K	Sell	12,820 -20	-0.2%	-$483	0.05%	306
2014 Q2	$329K	Sell	12,840 -272	-2%	-$6.62K	0.05%	276
2014 Q1	$313K	Buy	13,112 +12	+0.1%	+$272	0.06%	261
2013 Q4	$280K	Sell	13,100 -172	-1%	-$3.63K	0.05%	290
2013 Q3	$266K	Sell	13,272 -1,812	-12%	-$37.4K	0.05%	276
2013 Q2	$307K	Buy	+15,084	New	+$299K	0.07%	217

Other funds holding NEE

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

1st Global Advisors's NEE Position: Q1 2015 in Review

1st Global Advisors sold out of NextEra Energy (NEE) in Q1 2015, closing a stake of 11,360 shares — an estimated $302K sold.

1st Global Advisors first reported a position in NEE in Q2 2013 and held it in 7 quarters. The position peaked at $329K in Q2 2014. 1,055 funds tracked by Wall St. Rank hold NEE as of Q1 2015.

1st Global Advisors reported no remaining NextEra Energy position as of Q1 2015 after selling out during the quarter.
1st Global Advisors sold 11,360 NextEra Energy shares in Q1 2015, an estimated $302K.
1st Global Advisors first reported a position in NextEra Energy in Q2 2013 and held it in 7 quarters.
1st Global Advisors's NextEra Energy position peaked at $329K in Q2 2014.
1,055 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2015.

Based on 1st Global Advisors's 13F filing for Q1 2015, filed 1 May 2015.