Aldebaran Financial’s NextEra Energy NEE Stock Holding History

Aldebaran Financial’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
2016 Q1	–	Sell	-8,308	Closed	-$215K	–	102
2015 Q4	$215K	Hold	8,308	–	–	0.2%	90
2015 Q3	$203K	Hold	8,308	–	–	0.19%	96
2015 Q2	$204K	Hold	8,308	–	–	0.17%	102
2015 Q1	$216K	Hold	8,308	–	–	0.19%	102
2014 Q4	$221K	Buy	+8,308	New	+$210K	0.19%	103
2014 Q3	–	Sell	-14,108	Closed	-$361K	–	121
2014 Q2	$361K	Hold	14,108	–	–	0.28%	94
2014 Q1	$337K	Hold	14,108	–	–	0.29%	94
2013 Q4	$302K	Buy	+14,108	New	+$297K	0.29%	91

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFA

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aldebaran Financial's NEE Position: Q1 2016 in Review

Aldebaran Financial sold out of NextEra Energy (NEE) in Q1 2016, closing a stake of 8,308 shares — an estimated $215K sold.

Aldebaran Financial first reported a position in NEE in Q4 2013 and held it in 8 quarters. The position peaked at $361K in Q2 2014. 1,150 funds tracked by Wall St. Rank hold NEE as of Q1 2016.

Aldebaran Financial reported no remaining NextEra Energy position as of Q1 2016 after selling out during the quarter.
Aldebaran Financial sold 8,308 NextEra Energy shares in Q1 2016, an estimated $215K.
Aldebaran Financial first reported a position in NextEra Energy in Q4 2013 and held it in 8 quarters.
Aldebaran Financial's NextEra Energy position peaked at $361K in Q2 2014.
1,150 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2016.

Based on Aldebaran Financial's 13F filing for Q1 2016, filed 16 May 2016.