Index Management Solutions’s NextEra Energy NEE Stock Holding History

Index Management Solutions’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 Q3	$21K	Sell	880 -40	-4%	-$1.02K	0.02%	405
2015 Q2	$23K	Buy	920 +180	+24%	+$4.58K	0.02%	463
2015 Q1	$19K	Sell	740 -896	-55%	-$23.6K	0.01%	394
2014 Q4	$43K	Sell	1,636 -3,320	-67%	-$83.8K	0.01%	409
2014 Q3	$116K	Buy	4,956 +2,096	+73%	+$50.6K	0.01%	748
2014 Q2	$73K	Buy	2,860 +772	+37%	+$18.8K	0.01%	757
2014 Q1	$50K	Sell	2,088 -1,984	-49%	-$45K	0.01%	815
2013 Q4	$87K	Sell	4,072 -808	-17%	-$17K	0.02%	241
2013 Q3	$98K	Buy	+4,880	New	+$101K	0.03%	205

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Index Management Solutions's NEE Position: Q3 2015 in Review

Index Management Solutions reduced its NextEra Energy (NEE) stake by 4.3% in Q3 2015, selling an estimated $1.02K and leaving 880 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #405.

Index Management Solutions first reported a position in NEE in Q3 2013 and has held it in 9 quarters since. The position peaked at $116K in Q3 2014. 1,079 funds tracked by Wall St. Rank hold NEE as of Q3 2015.

Index Management Solutions held 880 shares of NextEra Energy worth $21K as of Q3 2015.
Index Management Solutions sold 40 NextEra Energy shares in Q3 2015, an estimated $1.02K.
NextEra Energy made up 0.02% of Index Management Solutions's portfolio in Q3 2015, its #405 holding.
Index Management Solutions first reported a position in NextEra Energy in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's NextEra Energy position peaked at $116K in Q3 2014.
1,079 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.