Delphi Private Advisors’s NextEra Energy NEE Stock Holding History

Delphi Private 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	-108	Closed	-$3K	–	233
2016 Q4	$3K	Sell	108 -40	-27%	-$1.2K	0.01%	171
2016 Q3	$5K	Sell	148 -40	-21%	-$1.26K	0.01%	164
2016 Q2	$6K	Buy	188 +36	+24%	+$1.08K	0.01%	172
2016 Q1	$4K	Sell	152 -36	-19%	-$1.01K	0.01%	196
2015 Q4	$5K	Buy	+188	New	+$4.76K	0.01%	203

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

Delphi Private Advisors's NEE Position: Q1 2017 in Review

Delphi Private Advisors sold out of NextEra Energy (NEE) in Q1 2017, closing a stake of 108 shares — an estimated $3K sold.

Delphi Private Advisors first reported a position in NEE in Q4 2015 and held it in 5 quarters. The position peaked at $6K in Q2 2016. 1,207 funds tracked by Wall St. Rank hold NEE as of Q1 2017.

Delphi Private Advisors reported no remaining NextEra Energy position as of Q1 2017 after selling out during the quarter.
Delphi Private Advisors sold 108 NextEra Energy shares in Q1 2017, an estimated $3K.
Delphi Private Advisors first reported a position in NextEra Energy in Q4 2015 and held it in 5 quarters.
Delphi Private Advisors's NextEra Energy position peaked at $6K in Q2 2016.
1,207 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.