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Eachwin Capital’s NextEra Energy NEE Stock Holding History

Eachwin 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
Q3 		$561K Hold
18,340
– – 0.52% 38
2016
Q2 		$598K Hold
18,340
– – 0.57% 27
2016
Q1 		$543K Sell
18,340
-280
-2% -$7.86K 0.52% 31
2015
Q4 		$484K Buy
+18,620
New +$471K 0.48% 56

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Eachwin Capital's NEE Position: Q3 2016 in Review

Eachwin Capital held its NextEra Energy (NEE) position steady in Q3 2016 at 18,340 shares worth $561K. The position accounts for 0.52% of the portfolio, ranked #38.

Eachwin Capital first reported a position in NEE in Q4 2015 and has held it in 4 quarters since. The position peaked at $598K in Q2 2016. 1,143 funds tracked by Wall St. Rank hold NEE as of Q3 2016.

  • Eachwin Capital held 18,340 shares of NextEra Energy worth $561K as of Q3 2016.
  • Eachwin Capital left its NextEra Energy share count unchanged in Q3 2016.
  • NextEra Energy made up 0.52% of Eachwin Capital's portfolio in Q3 2016, its #38 holding.
  • Eachwin Capital first reported a position in NextEra Energy in Q4 2015 and has held it in 4 quarters since.
  • Eachwin Capital's NextEra Energy position peaked at $598K in Q2 2016.
  • 1,143 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2016.

Based on Eachwin Capital's 13F filing for Q3 2016, filed 14 Nov 2016.