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Equitec Proprietary Markets’s NextEra Energy NEE Stock Holding History

Equitec Proprietary Markets’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
Q1 		– Sell
-15,760
Closed -$419K – 411
2014
Q4 		$419K Buy
+15,760
New +$398K 0.02% 178

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Equitec Proprietary Markets's NEE Position: Q1 2015 in Review

Equitec Proprietary Markets sold out of NextEra Energy (NEE) in Q1 2015, closing a stake of 15,760 shares — an estimated $419K sold.

Equitec Proprietary Markets first reported a position in NEE in Q4 2014 and held it in 1 quarter. The position peaked at $419K in Q4 2014. 1,054 funds tracked by Wall St. Rank hold NEE as of Q1 2015.

  • Equitec Proprietary Markets reported no remaining NextEra Energy position as of Q1 2015 after selling out during the quarter.
  • Equitec Proprietary Markets sold 15,760 NextEra Energy shares in Q1 2015, an estimated $419K.
  • Equitec Proprietary Markets first reported a position in NextEra Energy in Q4 2014 and held it in 1 quarter.
  • Equitec Proprietary Markets's NextEra Energy position peaked at $419K in Q4 2014.
  • 1,054 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2015.

Based on Equitec Proprietary Markets's 13F filing for Q1 2015, filed 7 May 2015.