Creative Planning
NEE.PRQ

Creative Planning’s NextEra Energy, Inc. NEE.PRQ Stock Holding History

Creative Planning’s Portfolio NEE.PRQ Stock Details NEE.PRQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-45
Closed -$3K – 4998
2016
Q3 		$3K Hold
45
– – ﹤0.01% 4172
2016
Q2 		$3K Buy
+45
New +$2.73K ﹤0.01% 3949

Other funds holding NEE.PRQ

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Creative Planning's NEE.PRQ Position: Q4 2016 in Review

Creative Planning sold out of NextEra Energy, Inc. (NEE.PRQ) in Q4 2016, closing a stake of 45 shares — an estimated $3K sold.

Creative Planning first reported a position in NEE.PRQ in Q2 2016 and held it in 2 quarters. The position peaked at $3K in Q3 2016. 39 funds tracked by Wall St. Rank hold NEE.PRQ as of Q4 2016.

  • Creative Planning reported no remaining NextEra Energy, Inc. position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 45 NextEra Energy, Inc. shares in Q4 2016, an estimated $3K.
  • Creative Planning first reported a position in NextEra Energy, Inc. in Q2 2016 and held it in 2 quarters.
  • Creative Planning's NextEra Energy, Inc. position peaked at $3K in Q3 2016.
  • 39 funds tracked by Wall St. Rank held NextEra Energy, Inc. as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.