Gupta Wealth Management’s NextEra Energy NEE Stock Holding History

Gupta Wealth Management’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 Q1	$3.54M	Buy	119,756 +9,008	+8%	+$253K	0.83%	26
2015 Q4	$2.88M	Sell	110,748 -3,224	-3%	-$81.6K	0.73%	30
2015 Q3	$2.78M	Buy	113,972 +6,420	+6%	+$163K	0.68%	36
2015 Q2	$2.64M	Buy	107,552 +3,232	+3%	+$82.2K	0.65%	43
2015 Q1	$2.71M	Buy	+104,320	New	+$2.75M	0.8%	30

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gupta Wealth Management's NEE Position: Q1 2016 in Review

Gupta Wealth Management increased its NextEra Energy (NEE) stake by 8.1% in Q1 2016, buying an estimated $253K and bringing the position to 119,756 shares worth $3.54M. The position accounts for 0.83% of the portfolio, ranked #26.

Gupta Wealth Management first reported a position in NEE in Q1 2015 and has held it in 5 quarters since. 1,150 funds tracked by Wall St. Rank hold NEE as of Q1 2016.

Gupta Wealth Management held 119,756 shares of NextEra Energy worth $3.54M as of Q1 2016.
Gupta Wealth Management bought 9,008 NextEra Energy shares in Q1 2016, an estimated $253K.
NextEra Energy made up 0.83% of Gupta Wealth Management's portfolio in Q1 2016, its #26 holding.
Gupta Wealth Management first reported a position in NextEra Energy in Q1 2015 and has held it in 5 quarters since.
1,150 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.