ECM
NEE icon

Endex Capital Management’s NextEra Energy NEE Stock Holding History

Endex 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
2013
Q4 		$356K Hold
16,612
– – 0.33% 83
2013
Q3 		$333K Hold
16,612
– – 0.34% 78
2013
Q2 		$338K Buy
+16,612
New +$330K 0.36% 70

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Endex Capital Management's NEE Position: Q4 2013 in Review

Endex Capital Management held its NextEra Energy (NEE) position steady in Q4 2013 at 16,612 shares worth $356K. The position accounts for 0.33% of the portfolio, ranked #83.

Endex Capital Management first reported a position in NEE in Q2 2013 and has held it in 3 quarters since. 953 funds tracked by Wall St. Rank hold NEE as of Q4 2013.

  • Endex Capital Management held 16,612 shares of NextEra Energy worth $356K as of Q4 2013.
  • Endex Capital Management left its NextEra Energy share count unchanged in Q4 2013.
  • NextEra Energy made up 0.33% of Endex Capital Management's portfolio in Q4 2013, its #83 holding.
  • Endex Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 3 quarters since.
  • 953 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.