Dorchester Wealth Management’s NextEra Energy NEE Stock Holding History

Dorchester Wealth Management’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 Q4	–	Sell	-7,800	Closed	-$239K	–	108
2016 Q3	$239K	Sell	7,800 -800	-9%	-$25.2K	0.09%	94
2016 Q2	$280K	Hold	8,600	–	–	0.1%	94
2016 Q1	$254K	Hold	8,600	–	–	0.1%	96
2015 Q4	$223K	Hold	8,600	–	–	0.09%	101
2015 Q3	$280K	Hold	8,600	–	–	0.1%	97
2015 Q2	$263K	Buy	+8,600	New	+$219K	0.09%	107

Other funds holding NEE

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Dorchester Wealth Management's NEE Position: Q4 2016 in Review

Dorchester Wealth Management sold out of NextEra Energy (NEE) in Q4 2016, closing a stake of 7,800 shares — an estimated $239K sold.

Dorchester Wealth Management first reported a position in NEE in Q2 2015 and held it in 6 quarters. The position peaked at $280K in Q2 2016. 1,182 funds tracked by Wall St. Rank hold NEE as of Q4 2016.

Dorchester Wealth Management reported no remaining NextEra Energy position as of Q4 2016 after selling out during the quarter.
Dorchester Wealth Management sold 7,800 NextEra Energy shares in Q4 2016, an estimated $239K.
Dorchester Wealth Management first reported a position in NextEra Energy in Q2 2015 and held it in 6 quarters.
Dorchester Wealth Management's NextEra Energy position peaked at $280K in Q2 2016.
1,182 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2016.

Based on Dorchester Wealth Management's 13F filing for Q4 2016, filed 19 Jan 2017.