Atherton Lane Advisers’s NextEra Energy NEE Stock Holding History

Atherton Lane Advisers’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 Q4	$229K	Hold	8,800	–	–	0.01%	208
2015 Q3	$215K	Hold	8,800	–	–	0.01%	212
2015 Q2	$216K	Sell	8,800 -180	-2%	-$4.58K	0.01%	221
2015 Q1	$234K	Hold	8,980	–	–	0.01%	238
2014 Q4	$239K	Hold	8,980	–	–	0.01%	242
2014 Q3	$211K	Hold	8,980	–	–	0.01%	251
2014 Q2	$230K	Hold	8,980	–	–	0.01%	247
2014 Q1	$215K	Sell	8,980 -400	-4%	-$9.06K	0.01%	151
2013 Q4	$201K	Buy	+9,380	New	+$198K	0.01%	149

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Atherton Lane Advisers's NEE Position: Q4 2015 in Review

Atherton Lane Advisers held its NextEra Energy (NEE) position steady in Q4 2015 at 8,800 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #208.

Atherton Lane Advisers first reported a position in NEE in Q4 2013 and has held it in 9 quarters since. The position peaked at $239K in Q4 2014. 1,102 funds tracked by Wall St. Rank hold NEE as of Q4 2015.

Atherton Lane Advisers held 8,800 shares of NextEra Energy worth $229K as of Q4 2015.
Atherton Lane Advisers left its NextEra Energy share count unchanged in Q4 2015.
NextEra Energy made up 0.01% of Atherton Lane Advisers's portfolio in Q4 2015, its #208 holding.
Atherton Lane Advisers first reported a position in NextEra Energy in Q4 2013 and has held it in 9 quarters since.
Atherton Lane Advisers's NextEra Energy position peaked at $239K in Q4 2014.
1,102 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.