GGPS
NEE icon

Gary Goldberg Planning Services’s NextEra Energy NEE Stock Holding History

Gary Goldberg Planning Services’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
Q4 		– Sell
-196
Closed -$5K – 479
2014
Q3 		$5K Buy
+196
New +$4.73K ﹤0.01% 419
2014
Q2 		– Sell
-4
Closed – – 442
2014
Q1 		$0 Buy
+4
New +$91 ﹤0.01% 426

Other funds holding NEE

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
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

Gary Goldberg Planning Services's NEE Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of NextEra Energy (NEE) in Q4 2014, closing a stake of 196 shares — an estimated $5K sold.

Gary Goldberg Planning Services first reported a position in NEE in Q1 2014 and held it in 2 quarters. The position peaked at $5K in Q3 2014. 1,049 funds tracked by Wall St. Rank hold NEE as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining NextEra Energy position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 196 NextEra Energy shares in Q4 2014, an estimated $5K.
  • Gary Goldberg Planning Services first reported a position in NextEra Energy in Q1 2014 and held it in 2 quarters.
  • Gary Goldberg Planning Services's NextEra Energy position peaked at $5K in Q3 2014.
  • 1,049 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.