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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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
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
JP Morgan Chase New York $1.81T AUM 41.13% 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 $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

IKOS CIF's NEE Position: Q4 2015 in Review

IKOS CIF sold out of NextEra Energy (NEE) in Q4 2015, closing a stake of 800 shares — an estimated $19K sold.

IKOS CIF first reported a position in NEE in Q4 2013 and held it in 4 quarters. The position peaked at $222K in Q3 2014. 1,102 funds tracked by Wall St. Rank hold NEE as of Q4 2015.

  • IKOS CIF reported no remaining NextEra Energy position as of Q4 2015 after selling out during the quarter.
  • IKOS CIF sold 800 NextEra Energy shares in Q4 2015, an estimated $19K.
  • IKOS CIF first reported a position in NextEra Energy in Q4 2013 and held it in 4 quarters.
  • IKOS CIF's NextEra Energy position peaked at $222K in Q3 2014.
  • 1,102 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2015.

Based on IKOS CIF's 13F filing for Q4 2015, filed 12 Feb 2016.