Baird’s NextEra Energy NEE Stock Holding History

Baird’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 Q1	$4.23M	Sell	162,576 -288	-0.2%	-$7.6K	0.04%	378
2014 Q4	$4.33M	Buy	162,864 +4,460	+3%	+$113K	0.05%	367
2014 Q3	$3.72M	Sell	158,404 -2,736	-2%	-$66.1K	0.05%	305
2014 Q2	$4.13M	Sell	161,140 -16,932	-10%	-$412K	0.06%	298
2014 Q1	$4.26M	Buy	178,072 +556	+0.3%	+$12.6K	0.06%	301
2013 Q4	$3.8M	Sell	177,516 -1,796	-1%	-$37.9K	0.07%	320
2013 Q3	$3.59M	Buy	179,312 +7,820	+5%	+$161K	0.07%	321
2013 Q2	$3.49M	Buy	+171,492	New	+$3.4M	0.07%	302

Other funds holding NEE

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

BFA

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird's NEE Position: Q1 2015 in Review

Baird reduced its NextEra Energy (NEE) stake by 0.18% in Q1 2015, selling an estimated $7.6K and leaving 162,576 shares worth $4.23M. The position accounts for 0.04% of the portfolio, ranked #378.

Baird first reported a position in NEE in Q2 2013 and has held it in 8 quarters since. The position peaked at $4.33M in Q4 2014. 1,055 funds tracked by Wall St. Rank hold NEE as of Q1 2015.

Baird held 162,576 shares of NextEra Energy worth $4.23M as of Q1 2015.
Baird sold 288 NextEra Energy shares in Q1 2015, an estimated $7.6K.
NextEra Energy made up 0.04% of Baird's portfolio in Q1 2015, its #378 holding.
Baird first reported a position in NextEra Energy in Q2 2013 and has held it in 8 quarters since.
Baird's NextEra Energy position peaked at $4.33M in Q4 2014.
1,055 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.