Family Capital Trust’s NextEra Energy NEE Stock Holding History

Family Capital Trust’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	-33,232	Closed	-$883K	–	90
2014 Q4	$883K	Sell	33,232 -256	-0.8%	-$6.46K	0.46%	34
2014 Q3	$786K	Buy	33,488 +5,300	+19%	+$128K	0.43%	35
2014 Q2	$722K	Buy	28,188 +8,388	+42%	+$204K	0.37%	40
2014 Q1	$473K	Sell	19,800 -3,080	-13%	-$69.8K	0.26%	40
2013 Q4	$490K	Sell	22,880 -1,696	-7%	-$35.8K	0.27%	42
2013 Q3	$492K	Sell	24,576 -1,024	-4%	-$21.1K	0.3%	49
2013 Q2	$521K	Buy	+25,600	New	+$508K	0.33%	47

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Family Capital Trust's NEE Position: Q1 2015 in Review

Family Capital Trust sold out of NextEra Energy (NEE) in Q1 2015, closing a stake of 33,232 shares — an estimated $883K sold.

Family Capital Trust first reported a position in NEE in Q2 2013 and held it in 7 quarters. The position peaked at $883K in Q4 2014. 1,055 funds tracked by Wall St. Rank hold NEE as of Q1 2015.

Family Capital Trust reported no remaining NextEra Energy position as of Q1 2015 after selling out during the quarter.
Family Capital Trust sold 33,232 NextEra Energy shares in Q1 2015, an estimated $883K.
Family Capital Trust first reported a position in NextEra Energy in Q2 2013 and held it in 7 quarters.
Family Capital Trust's NextEra Energy position peaked at $883K in Q4 2014.
1,055 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2015.

Based on Family Capital Trust's 13F filing for Q1 2015, filed 29 Apr 2015.