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Curian Capital’s NextEra Energy NEE Stock Holding History

Curian Capital’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
2016
Q1 		– Sell
-43,648
Closed -$1.13M – 257
2015
Q4 		$1.13M Sell
43,648
-91,368
-68% -$2.31M 0.08% 217
2015
Q3 		$3.29M Sell
135,016
-70,480
-34% -$1.79M 0.09% 230
2015
Q2 		$5.04M Buy
205,496
+4,224
+2% +$107K 0.08% 241
2015
Q1 		$5.24M Buy
201,272
+12,288
+7% +$324K 0.09% 231
2014
Q4 		$5.02M Buy
188,984
+8,028
+4% +$203K 0.08% 226
2014
Q3 		$4.25M Buy
180,956
+8,044
+5% +$194K 0.08% 236
2014
Q2 		$4.43M Buy
172,912
+3,060
+2% +$74.4K 0.08% 230
2014
Q1 		$4.06M Buy
169,852
+6,948
+4% +$157K 0.07% 243
2013
Q4 		$3.49M Buy
162,904
+4,504
+3% +$95K 0.06% 227
2013
Q3 		$3.17M Sell
158,400
-404,996
-72% -$8.36M 0.06% 225
2013
Q2 		$11.5M Buy
+563,396
New +$11.2M 0.21% 90

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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curian Capital's NEE Position: Q1 2016 in Review

Curian Capital sold out of NextEra Energy (NEE) in Q1 2016, closing a stake of 43,648 shares — an estimated $1.13M sold.

Curian Capital first reported a position in NEE in Q2 2013 and held it in 11 quarters. The position peaked at $11.5M in Q2 2013. 1,149 funds tracked by Wall St. Rank hold NEE as of Q1 2016.

  • Curian Capital reported no remaining NextEra Energy position as of Q1 2016 after selling out during the quarter.
  • Curian Capital sold 43,648 NextEra Energy shares in Q1 2016, an estimated $1.13M.
  • Curian Capital first reported a position in NextEra Energy in Q2 2013 and held it in 11 quarters.
  • Curian Capital's NextEra Energy position peaked at $11.5M in Q2 2013.
  • 1,149 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.