Ashburton (Jersey)’s NextEra Energy NEE Stock Holding History

Ashburton (Jersey)’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	–	Sell	-30,460	Closed	-$910K	–	68
2016 Q4	$910K	Hold	30,460	–	–	0.39%	55
2016 Q3	$931K	Buy	+30,460	New	+$960K	0.42%	58

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ashburton (Jersey)'s NEE Position: Q1 2017 in Review

Ashburton (Jersey) sold out of NextEra Energy (NEE) in Q1 2017, closing a stake of 30,460 shares — an estimated $910K sold.

Ashburton (Jersey) first reported a position in NEE in Q3 2016 and held it in 2 quarters. The position peaked at $931K in Q3 2016. 1,208 funds tracked by Wall St. Rank hold NEE as of Q1 2017.

Ashburton (Jersey) reported no remaining NextEra Energy position as of Q1 2017 after selling out during the quarter.
Ashburton (Jersey) sold 30,460 NextEra Energy shares in Q1 2017, an estimated $910K.
Ashburton (Jersey) first reported a position in NextEra Energy in Q3 2016 and held it in 2 quarters.
Ashburton (Jersey)'s NextEra Energy position peaked at $931K in Q3 2016.
1,208 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2017.

Based on Ashburton (Jersey)'s 13F filing for Q1 2017, filed 18 May 2017.