Capital Impact Advisors’s NextEra Energy NEE Stock Holding History

Capital Impact Advisors’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	-27,272	Closed	-$814K	–	199
2016 Q4	$814K	Hold	27,272	–	–	0.34%	173
2016 Q3	$834K	Hold	27,272	–	–	0.36%	158
2016 Q2	$889K	Sell	27,272 -34,344	-56%	-$1.03M	0.42%	122
2016 Q1	$1.82M	Buy	61,616 +2,696	+5%	+$75.7K	0.87%	7
2015 Q4	$1.53M	Hold	58,920	–	–	0.73%	25
2015 Q3	$1.44M	Hold	58,920	–	–	0.73%	35
2015 Q2	$1.44M	Hold	58,920	–	–	0.66%	36
2015 Q1	$1.53M	Buy	+58,920	New	+$1.55M	0.7%	30

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Impact Advisors's NEE Position: Q1 2017 in Review

Capital Impact Advisors sold out of NextEra Energy (NEE) in Q1 2017, closing a stake of 27,272 shares — an estimated $814K sold.

Capital Impact Advisors first reported a position in NEE in Q1 2015 and held it in 8 quarters. The position peaked at $1.82M in Q1 2016. 1,207 funds tracked by Wall St. Rank hold NEE as of Q1 2017.

Capital Impact Advisors reported no remaining NextEra Energy position as of Q1 2017 after selling out during the quarter.
Capital Impact Advisors sold 27,272 NextEra Energy shares in Q1 2017, an estimated $814K.
Capital Impact Advisors first reported a position in NextEra Energy in Q1 2015 and held it in 8 quarters.
Capital Impact Advisors's NextEra Energy position peaked at $1.82M in Q1 2016.
1,207 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2017.

Based on Capital Impact Advisors's 13F filing for Q1 2017, filed 19 Apr 2017.