Constellation Wealth Advisors’s NextEra Energy NEE Stock Holding History

Constellation Wealth 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
2014 Q2	–	Sell	-18,904	Closed	-$452K	–	207
2014 Q1	$452K	Buy	18,904 +1,280	+7%	+$29K	0.04%	149
2013 Q4	$378K	Sell	17,624 -444	-2%	-$9.36K	0.04%	165
2013 Q3	$362K	Sell	18,068 -3,580	-17%	-$73.9K	0.04%	159
2013 Q2	$441K	Buy	+21,648	New	+$430K	0.05%	145

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

BFA

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Constellation Wealth Advisors's NEE Position: Q2 2014 in Review

Constellation Wealth Advisors sold out of NextEra Energy (NEE) in Q2 2014, closing a stake of 18,904 shares — an estimated $452K sold.

Constellation Wealth Advisors first reported a position in NEE in Q2 2013 and held it in 4 quarters. The position peaked at $452K in Q1 2014. 1,006 funds tracked by Wall St. Rank hold NEE as of Q2 2014.

Constellation Wealth Advisors reported no remaining NextEra Energy position as of Q2 2014 after selling out during the quarter.
Constellation Wealth Advisors sold 18,904 NextEra Energy shares in Q2 2014, an estimated $452K.
Constellation Wealth Advisors first reported a position in NextEra Energy in Q2 2013 and held it in 4 quarters.
Constellation Wealth Advisors's NextEra Energy position peaked at $452K in Q1 2014.
1,006 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2014.

Based on Constellation Wealth Advisors's 13F filing for Q2 2014, filed 9 Jul 2014.