Douglas C. Lane & Associates’s NextEra Energy NEE Stock Holding History

Douglas C. Lane & Associates’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
2015 Q4	$373K	Buy	14,368 +740	+5%	+$18.7K	0.01%	183
2015 Q3	$332K	Buy	13,628 +1,568	+13%	+$39.9K	0.01%	191
2015 Q2	$296K	Buy	12,060 +3,676	+44%	+$93.4K	0.01%	199
2015 Q1	$218K	Sell	8,384 -8,304	-50%	-$219K	0.01%	220
2014 Q4	$443K	Sell	16,688 -2,328	-12%	-$58.8K	0.01%	173
2014 Q3	$446K	Buy	19,016 +2,072	+12%	+$50K	0.01%	165
2014 Q2	$434K	Buy	16,944 +2,372	+16%	+$57.7K	0.01%	167
2014 Q1	$348K	Buy	+14,572	New	+$330K	0.01%	173

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Douglas C. Lane & Associates's NEE Position: Q4 2015 in Review

Douglas C. Lane & Associates increased its NextEra Energy (NEE) stake by 5.4% in Q4 2015, buying an estimated $18.7K and bringing the position to 14,368 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #183.

Douglas C. Lane & Associates first reported a position in NEE in Q1 2014 and has held it in 8 quarters since. The position peaked at $446K in Q3 2014. 1,102 funds tracked by Wall St. Rank hold NEE as of Q4 2015.

Douglas C. Lane & Associates held 14,368 shares of NextEra Energy worth $373K as of Q4 2015.
Douglas C. Lane & Associates bought 740 NextEra Energy shares in Q4 2015, an estimated $18.7K.
NextEra Energy made up 0.01% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #183 holding.
Douglas C. Lane & Associates first reported a position in NextEra Energy in Q1 2014 and has held it in 8 quarters since.
Douglas C. Lane & Associates's NextEra Energy position peaked at $446K in Q3 2014.
1,102 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.