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Achievement Holdings’s NextEra Energy NEE Stock Holding History

Achievement Holdings’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
Q2 		– Sell
-1,080,692
Closed -$28.1K – 273
2015
Q1 		$28.1K Sell
1,080,692
-30,800
-3% -$812K 0.98% 17
2014
Q4 		$29.5M Buy
+1,111,492
New +$28.1M 0.86% 19

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Achievement Holdings's NEE Position: Q2 2015 in Review

Achievement Holdings sold out of NextEra Energy (NEE) in Q2 2015, closing a stake of 1,080,692 shares — an estimated $28.1K sold.

Achievement Holdings first reported a position in NEE in Q4 2014 and held it in 2 quarters. The position peaked at $29.5M in Q4 2014. 1,039 funds tracked by Wall St. Rank hold NEE as of Q2 2015.

  • Achievement Holdings reported no remaining NextEra Energy position as of Q2 2015 after selling out during the quarter.
  • Achievement Holdings sold 1,080,692 NextEra Energy shares in Q2 2015, an estimated $28.1K.
  • Achievement Holdings first reported a position in NextEra Energy in Q4 2014 and held it in 2 quarters.
  • Achievement Holdings's NextEra Energy position peaked at $29.5M in Q4 2014.
  • 1,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2015.

Based on Achievement Holdings's 13F filing for Q2 2015, filed 14 Aug 2015.