BHF Kleinwort Benson Group’s NextEra Energy NEE Stock Holding History

BHF Kleinwort Benson Group’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	$2.63M	Sell	88,828 -64,080	-42%	-$1.8M	0.08%	144
2015 Q4	$3.97M	Sell	152,908 -42,668	-22%	-$1.08M	0.09%	160
2015 Q3	$4.77M	Sell	195,576 -14,548	-7%	-$370K	0.19%	96
2015 Q2	$5.15M	Buy	210,124 +24,764	+13%	+$629K	0.17%	147
2015 Q1	$4.82M	Sell	185,360 -75,452	-29%	-$1.99M	0.13%	153
2014 Q4	$6.93M	Buy	260,812 +30,436	+13%	+$769K	0.18%	141
2014 Q3	$5.41M	Sell	230,376 -21,956	-9%	-$530K	0.18%	134
2014 Q2	$4.71M	Sell	252,332 -23,556	-9%	-$573K	0.14%	143
2014 Q1	$4.76M	Sell	275,888 -28,996	-10%	-$657K	0.14%	145
2013 Q4	$6.53M	Buy	304,884 +65,664	+27%	+$1.38M	0.42%	89
2013 Q3	$4.79M	Buy	239,220 +37,156	+18%	+$767K	0.65%	44
2013 Q2	$4.12M	Buy	+202,064	New	+$4.01M	0.52%	56

Other funds holding NEE

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BHF Kleinwort Benson Group's NEE Position: Q1 2016 in Review

BHF Kleinwort Benson Group reduced its NextEra Energy (NEE) stake by 42% in Q1 2016, selling an estimated $1.8M and leaving 88,828 shares worth $2.63M. The position accounts for 0.08% of the portfolio, ranked #144.

BHF Kleinwort Benson Group first reported a position in NEE in Q2 2013 and has held it in 12 quarters since. The position peaked at $6.93M in Q4 2014. 1,150 funds tracked by Wall St. Rank hold NEE as of Q1 2016.

BHF Kleinwort Benson Group held 88,828 shares of NextEra Energy worth $2.63M as of Q1 2016.
BHF Kleinwort Benson Group sold 64,080 NextEra Energy shares in Q1 2016, an estimated $1.8M.
NextEra Energy made up 0.08% of BHF Kleinwort Benson Group's portfolio in Q1 2016, its #144 holding.
BHF Kleinwort Benson Group first reported a position in NextEra Energy in Q2 2013 and has held it in 12 quarters since.
BHF Kleinwort Benson Group's NextEra Energy position peaked at $6.93M in Q4 2014.
1,150 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2016.

Based on BHF Kleinwort Benson Group's 13F filing for Q1 2016, filed 9 May 2016.