HHG & Company’s NextEra Energy NEE Stock Holding History

HHG & Company’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	$2.01M	Sell	67,964 -2,052	-3%	-$57.6K	0.56%	58
2015 Q4	$1.82M	Sell	70,016 -948	-1%	-$24K	0.49%	63
2015 Q3	$1.73M	Sell	70,964 -372	-0.5%	-$9.46K	0.53%	64
2015 Q2	$1.75M	Sell	71,336 -8,092	-10%	-$206K	0.5%	66
2015 Q1	$2.07M	Buy	79,428 +636	+0.8%	+$16.8K	0.54%	59
2014 Q4	$2.09M	Buy	+78,792	New	+$1.99M	0.5%	55

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

HHG & Company's NEE Position: Q1 2016 in Review

HHG & Company reduced its NextEra Energy (NEE) stake by 2.9% in Q1 2016, selling an estimated $57.6K and leaving 67,964 shares worth $2.01M. The position accounts for 0.56% of the portfolio, ranked #58.

HHG & Company first reported a position in NEE in Q4 2014 and has held it in 6 quarters since. The position peaked at $2.09M in Q4 2014. 1,150 funds tracked by Wall St. Rank hold NEE as of Q1 2016.

HHG & Company held 67,964 shares of NextEra Energy worth $2.01M as of Q1 2016.
HHG & Company sold 2,052 NextEra Energy shares in Q1 2016, an estimated $57.6K.
NextEra Energy made up 0.56% of HHG & Company's portfolio in Q1 2016, its #58 holding.
HHG & Company first reported a position in NextEra Energy in Q4 2014 and has held it in 6 quarters since.
HHG & Company's NextEra Energy position peaked at $2.09M in Q4 2014.
1,150 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2016.

Based on HHG & Company's 13F filing for Q1 2016, filed 20 Apr 2016.