Dynamic Capital Management’s NextEra Energy NEE Stock Holding History

Dynamic Capital 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
2017 Q4	–	Sell	-26,320	Closed	-$964K	–	288
2017 Q3	$964K	Buy	+26,320	New	+$964K	0.28%	101
2016 Q4	–	Sell	-8,000	Closed	-$245K	–	429
2016 Q3	$245K	Sell	8,000 -37,600	-82%	-$1.18M	0.03%	341
2016 Q2	$1.49M	Buy	+45,600	New	+$1.37M	0.17%	209
2015 Q4	–	Sell	-15,600	Closed	-$380K	–	411
2015 Q3	$380K	Buy	+15,600	New	+$397K	0.1%	269
2015 Q1	–	Sell	-10,400	Closed	-$276K	–	323
2014 Q4	$276K	Buy	10,400 +836	+9%	+$21.1K	0.15%	192
2014 Q3	$224K	Buy	+9,564	New	+$231K	0.06%	304

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dynamic Capital Management's NEE Position: Q4 2017 in Review

Dynamic Capital Management sold out of NextEra Energy (NEE) in Q4 2017, closing a stake of 26,320 shares — an estimated $964K sold.

Dynamic Capital Management first reported a position in NEE in Q3 2014 and held it in 6 quarters. The position peaked at $1.49M in Q2 2016. 1,382 funds tracked by Wall St. Rank hold NEE as of Q4 2017.

Dynamic Capital Management reported no remaining NextEra Energy position as of Q4 2017 after selling out during the quarter.
Dynamic Capital Management sold 26,320 NextEra Energy shares in Q4 2017, an estimated $964K.
Dynamic Capital Management first reported a position in NextEra Energy in Q3 2014 and held it in 6 quarters.
Dynamic Capital Management's NextEra Energy position peaked at $1.49M in Q2 2016.
1,382 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2017.

Based on Dynamic Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.