ACI
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Advance Capital I’s NextEra Energy NEE Stock Holding History

Advance Capital I’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
Q3 		– Sell
-34,400
Closed -$843K – 230
2015
Q2 		$843K Buy
+34,400
New +$874K 0.56% 49
2015
Q1 		– Sell
-61,200
Closed -$1.63M – 198
2014
Q4 		$1.63M Buy
+61,200
New +$1.55M 0.86% 29
2014
Q1 		– Sell
-9,520
Closed -$204K – 244
2013
Q4 		$204K Buy
+9,520
New +$201K 0.1% 272
2013
Q3 		– Sell
-40,200
Closed -$819K – 365
2013
Q2 		$819K Buy
+40,200
New +$798K 0.4% 73

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return