Harfst & Associates’s NextEra Energy NEE Stock Holding History

Harfst & Associates’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
2017 Q1	–	Sell	-7,384	Closed	-$220K	–	289
2016 Q4	$220K	Sell	7,384 -2,976	-29%	-$88.9K	0.11%	61
2016 Q3	$316K	Hold	10,360	–	–	0.17%	50
2016 Q2	$337K	Buy	10,360 +1,200	+13%	+$36K	0.14%	84
2016 Q1	$271K	Buy	9,160 +5,928	+183%	+$166K	0.18%	57
2015 Q4	$83K	Hold	3,232	–	–	0.03%	154
2015 Q3	$79K	Sell	3,232 -160	-5%	-$4.07K	0.03%	154
2015 Q2	$83K	Buy	+3,392	New	+$86.2K	0.05%	139

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harfst & Associates's NEE Position: Q1 2017 in Review

Harfst & Associates sold out of NextEra Energy (NEE) in Q1 2017, closing a stake of 7,384 shares — an estimated $220K sold.

Harfst & Associates first reported a position in NEE in Q2 2015 and held it in 7 quarters. The position peaked at $337K in Q2 2016. 1,207 funds tracked by Wall St. Rank hold NEE as of Q1 2017.

Harfst & Associates reported no remaining NextEra Energy position as of Q1 2017 after selling out during the quarter.
Harfst & Associates sold 7,384 NextEra Energy shares in Q1 2017, an estimated $220K.
Harfst & Associates first reported a position in NextEra Energy in Q2 2015 and held it in 7 quarters.
Harfst & Associates's NextEra Energy position peaked at $337K in Q2 2016.
1,207 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2017.

Based on Harfst & Associates's 13F filing for Q1 2017, filed 12 May 2017.