Caldwell & Orkin’s NextEra Energy NEE Stock Holding History

Caldwell & Orkin’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 Q3	$205K	Buy	+5,600	New	+$205K	0.21%	59
2016 Q4	–	Sell	-10,652	Closed	-$326K	–	84
2016 Q3	$326K	Hold	10,652	–	–	0.22%	56
2016 Q2	$347K	Sell	10,652 -80,400	-88%	-$2.41M	0.15%	62
2016 Q1	$2.69M	Buy	91,052 +80,400	+755%	+$2.26M	1.09%	37
2015 Q4	$277K	Hold	10,652	–	–	0.1%	71
2015 Q3	$260K	Hold	10,652	–	–	0.17%	68
2015 Q2	$261K	Hold	10,652	–	–	0.15%	74
2015 Q1	$277K	Buy	+10,652	New	+$281K	0.15%	82

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Caldwell & Orkin's NEE Position: Q3 2017 in Review

Caldwell & Orkin opened a new position in NextEra Energy (NEE) in Q3 2017: 5,600 shares worth $205K. The stake represents 0.21% of the portfolio and ranks #59 among its holdings. This is a return to the name: Caldwell & Orkin previously reported a position in NEE as recently as Q3 2016.

Caldwell & Orkin first reported a position in NEE in Q1 2015 and has held it in 8 quarters since. The position peaked at $2.69M in Q1 2016. 1,248 funds tracked by Wall St. Rank hold NEE as of Q3 2017.

Caldwell & Orkin held 5,600 shares of NextEra Energy worth $205K as of Q3 2017.
NextEra Energy was a new Caldwell & Orkin position in Q3 2017.
NextEra Energy made up 0.21% of Caldwell & Orkin's portfolio in Q3 2017, its #59 holding.
Caldwell & Orkin first reported a position in NextEra Energy in Q1 2015 and has held it in 8 quarters since.
Caldwell & Orkin's NextEra Energy position peaked at $2.69M in Q1 2016.
1,248 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2017.

Based on Caldwell & Orkin's 13F filing for Q3 2017, filed 7 Nov 2017.