IC
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IKOS CIF’s NextEra Energy NEE Stock Holding History

IKOS CIF’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
Q4 		– Sell
-800
Closed -$19K – 228
2015
Q3 		$19K Buy
+800
New +$20.3K 0.06% 181
2014
Q4 		– Sell
-9,376
Closed -$222K – 296
2014
Q3 		$222K Buy
+9,376
New +$226K 0.32% 127
2014
Q2 		– Sell
-8,304
Closed -$196K – 258
2014
Q1 		$196K Buy
8,304
+4,036
+95% +$91.4K 0.3% 106
2013
Q4 		$88K Buy
+4,268
New +$90K 0.23% 115

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return