Guardian Investor Services’s NextEra Energy NEE Stock Holding History

Guardian Investor 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
2015 Q1	$319K	Buy	12,248 +200	+2%	+$5.28K	0.25%	98
2014 Q4	$320K	Sell	12,048 -320	-3%	-$8.08K	0.25%	97
2014 Q3	$290K	Sell	12,368 -588	-5%	-$14.2K	0.23%	105
2014 Q2	$332K	Sell	12,956 -328	-2%	-$7.98K	0.26%	96
2014 Q1	$318K	Sell	13,284 -324	-2%	-$7.34K	0.25%	98
2013 Q4	$291K	Hold	13,608	–	–	0.22%	112
2013 Q3	$273K	Sell	13,608 -168	-1%	-$3.47K	0.23%	104
2013 Q2	$281K	Buy	+13,776	New	+$273K	0.24%	97

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

Guardian Investor Services's NEE Position: Q1 2015 in Review

Guardian Investor Services increased its NextEra Energy (NEE) stake by 1.7% in Q1 2015, buying an estimated $5.28K and bringing the position to 12,248 shares worth $319K. The position accounts for 0.25% of the portfolio, ranked #98.

Guardian Investor Services first reported a position in NEE in Q2 2013 and has held it in 8 quarters since. The position peaked at $332K in Q2 2014. 1,055 funds tracked by Wall St. Rank hold NEE as of Q1 2015.

Guardian Investor Services held 12,248 shares of NextEra Energy worth $319K as of Q1 2015.
Guardian Investor Services bought 200 NextEra Energy shares in Q1 2015, an estimated $5.28K.
NextEra Energy made up 0.25% of Guardian Investor Services's portfolio in Q1 2015, its #98 holding.
Guardian Investor Services first reported a position in NextEra Energy in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's NextEra Energy position peaked at $332K in Q2 2014.
1,055 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.