IMS
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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
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
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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