Agran Libbie’s NextEra Energy NEE Stock Holding History

Agran Libbie’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
2017 Q1	$8.34M	Sell	259,948 -10,736	-4%	-$338K	1.96%	14
2016 Q4	$8.08M	Hold	270,684	–	–	1.96%	17
2016 Q3	$8.28M	Sell	270,684 -1,060	-0.4%	-$33.4K	2.37%	13
2016 Q2	$8.86M	Sell	271,744 -4,512	-2%	-$135K	2.21%	12
2016 Q1	$8.17M	Buy	276,256 +1,036	+0.4%	+$29.1K	2.09%	16
2015 Q4	$7.15M	Buy	275,220 +860	+0.3%	+$21.8K	1.88%	21
2015 Q3	$6.69M	Sell	274,360 -800	-0.3%	-$20.3K	1.87%	21
2015 Q2	$6.74M	Sell	275,160 -6,100	-2%	-$155K	1.75%	22
2015 Q1	$7.32M	Sell	281,260 -2,320	-0.8%	-$61.2K	1.74%	21
2014 Q4	$7.54M	Sell	283,580 -1,880	-0.7%	-$47.5K	1.79%	20
2014 Q3	$6.7M	Sell	285,460 -4,600	-2%	-$111K	1.64%	24
2014 Q2	$7.43M	Sell	290,060 -1,492	-0.5%	-$36.3K	1.9%	21
2014 Q1	$6.97M	Sell	291,552 -3,844	-1%	-$87.1K	1.88%	18
2013 Q4	$6.32M	Sell	295,396 -5,600	-2%	-$118K	1.66%	23
2013 Q3	$6.03M	Sell	300,996 -2,000	-0.7%	-$41.3K	1.75%	22
2013 Q2	$6.17M	Buy	+302,996	New	+$6.01M	1.79%	20

Other funds holding NEE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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 $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return