Gyrus Investment Management’s NextEra Energy NEE Stock Holding History

Gyrus Investment 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
2015 Q2	–	Sell	-296,936	Closed	-$7.72M	–	59
2015 Q1	$7.72M	Buy	296,936 +13,316	+5%	+$351K	1.28%	25
2014 Q4	$7.54M	Buy	283,620 +400	+0.1%	+$10.1K	1.24%	27
2014 Q3	$6.65M	Sell	283,220 -180	-0.1%	-$4.35K	1.16%	36
2014 Q2	$7.26M	Sell	283,400 -2,600	-0.9%	-$63.2K	1.3%	28
2014 Q1	$7.55M	Sell	286,000 -3,600	-1%	-$81.6K	1.31%	30
2013 Q4	$6.59M	Buy	289,600 +2,100	+0.7%	+$44.3K	1.38%	29
2013 Q3	$5.92M	Sell	287,500 -1,800	-0.6%	-$37.2K	1.3%	31
2013 Q2	$6.22M	Buy	+289,300	New	+$5.74M	1.41%	29

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gyrus Investment Management's NEE Position: Q2 2015 in Review

Gyrus Investment Management sold out of NextEra Energy (NEE) in Q2 2015, closing a stake of 296,936 shares — an estimated $7.72M sold.

Gyrus Investment Management first reported a position in NEE in Q2 2013 and held it in 8 quarters. The position peaked at $7.72M in Q1 2015. 1,039 funds tracked by Wall St. Rank hold NEE as of Q2 2015.

Gyrus Investment Management reported no remaining NextEra Energy position as of Q2 2015 after selling out during the quarter.
Gyrus Investment Management sold 296,936 NextEra Energy shares in Q2 2015, an estimated $7.72M.
Gyrus Investment Management first reported a position in NextEra Energy in Q2 2013 and held it in 8 quarters.
Gyrus Investment Management's NextEra Energy position peaked at $7.72M in Q1 2015.
1,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2015.

Based on Gyrus Investment Management's 13F filing for Q2 2015.