CL
NEE icon

CFS LLC’s NextEra Energy NEE Stock Holding History

CFS LLC’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
2014
Q4 		– Sell
-400
Closed -$9K – 80
2014
Q3 		$9K Hold
400
– – 0.01% 92
2014
Q2 		$10K Hold
400
– – 0.01% 97
2014
Q1 		$10K Hold
400
– – 0.01% 103
2013
Q4 		$9K Hold
400
– – 0.01% 108
2013
Q3 		$8K Buy
+400
New +$8.26K 0.01% 93

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CFS LLC's NEE Position: Q4 2014 in Review

CFS LLC sold out of NextEra Energy (NEE) in Q4 2014, closing a stake of 400 shares — an estimated $9K sold.

CFS LLC first reported a position in NEE in Q3 2013 and held it in 5 quarters. The position peaked at $10K in Q2 2014. 1,050 funds tracked by Wall St. Rank hold NEE as of Q4 2014.

  • CFS LLC reported no remaining NextEra Energy position as of Q4 2014 after selling out during the quarter.
  • CFS LLC sold 400 NextEra Energy shares in Q4 2014, an estimated $9K.
  • CFS LLC first reported a position in NextEra Energy in Q3 2013 and held it in 5 quarters.
  • CFS LLC's NextEra Energy position peaked at $10K in Q2 2014.
  • 1,050 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2014.

Based on CFS LLC's 13F filing for Q4 2014, filed 17 Feb 2015.