GSC
NEE.PRP

Ground Swell Capital’s NEXTERA ENERGY INC EQUITY UNIT NEE.PRP Stock Holding History

Ground Swell Capital’s Portfolio NEE.PRP Stock Details NEE.PRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-325
Closed -$19K – 3317
2014
Q2 		$19K Buy
+325
New +$18.1K 0.04% 434

Other funds holding NEE.PRP

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PCM
Panning Capital Management New York $97.5M AUM 302.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

Ground Swell Capital's NEE.PRP Position: Q3 2014 in Review

Ground Swell Capital sold out of NEXTERA ENERGY INC EQUITY UNIT (NEE.PRP) in Q3 2014, closing a stake of 325 shares — an estimated $19K sold.

Ground Swell Capital first reported a position in NEE.PRP in Q2 2014 and held it in 1 quarter. The position peaked at $19K in Q2 2014. 23 funds tracked by Wall St. Rank hold NEE.PRP as of Q3 2014.

  • Ground Swell Capital reported no remaining NEXTERA ENERGY INC EQUITY UNIT position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 325 NEXTERA ENERGY INC EQUITY UNIT shares in Q3 2014, an estimated $19K.
  • Ground Swell Capital first reported a position in NEXTERA ENERGY INC EQUITY UNIT in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's NEXTERA ENERGY INC EQUITY UNIT position peaked at $19K in Q2 2014.
  • 23 funds tracked by Wall St. Rank held NEXTERA ENERGY INC EQUITY UNIT as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.