First New York Securities’s NextEra Energy NEE Stock Holding History

First New York Securities’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 Q4	$2.39K	Sell	80 -80	-50%	-$2.39K	﹤0.01%	78
2016 Q3	$4.89K	Hold	160	–	–	﹤0.01%	210
2016 Q2	$5.22K	Hold	160	–	–	﹤0.01%	168
2016 Q1	$4.73K	Buy	+160	New	+$4.49K	﹤0.01%	203
2015 Q4	–	Sell	-160	Closed	-$3.9K	–	189
2015 Q3	$3.9K	Buy	+160	New	+$4.07K	﹤0.01%	274
2015 Q2	–	Sell	-80	Closed	-$2.08K	–	521
2015 Q1	$2.08K	Sell	80 -80	-50%	-$2.11K	﹤0.01%	344
2014 Q4	$4.25K	Buy	+160	New	+$4.04K	0.01%	275

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFA

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First New York Securities's NEE Position: Q4 2016 in Review

First New York Securities reduced its NextEra Energy (NEE) stake by 50% in Q4 2016, selling an estimated $2.39K and leaving 80 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #78.

First New York Securities first reported a position in NEE in Q4 2014 and has held it in 7 quarters since. The position peaked at $5.22K in Q2 2016. 1,182 funds tracked by Wall St. Rank hold NEE as of Q4 2016.

First New York Securities held 80 shares of NextEra Energy worth $2.39K as of Q4 2016.
First New York Securities sold 80 NextEra Energy shares in Q4 2016, an estimated $2.39K.
NextEra Energy made up ﹤0.01% of First New York Securities's portfolio in Q4 2016, its #78 holding.
First New York Securities first reported a position in NextEra Energy in Q4 2014 and has held it in 7 quarters since.
First New York Securities's NextEra Energy position peaked at $5.22K in Q2 2016.
1,182 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2016.

Based on First New York Securities's 13F filing for Q4 2016, filed 7 Feb 2017.