EJF Capital’s NextEra Energy NEE Stock Holding History

EJF 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
2014 Q3	–	Sell	-40,000	Closed	-$1.02M	–	134
2014 Q2	$1.02M	Buy	+40,000	New	+$973K	0.05%	99

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EJF Capital's NEE Position: Q3 2014 in Review

EJF Capital sold out of NextEra Energy (NEE) in Q3 2014, closing a stake of 40,000 shares — an estimated $1.02M sold.

EJF Capital first reported a position in NEE in Q2 2014 and held it in 1 quarter. The position peaked at $1.02M in Q2 2014. 996 funds tracked by Wall St. Rank hold NEE as of Q3 2014.

EJF Capital reported no remaining NextEra Energy position as of Q3 2014 after selling out during the quarter.
EJF Capital sold 40,000 NextEra Energy shares in Q3 2014, an estimated $1.02M.
EJF Capital first reported a position in NextEra Energy in Q2 2014 and held it in 1 quarter.
EJF Capital's NextEra Energy position peaked at $1.02M in Q2 2014.
996 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2014.

Based on EJF Capital's 13F filing for Q3 2014, filed 10 Nov 2014.