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Insight Capital Research & Management’s NextEra Energy NEE Stock Holding History

Insight Capital Research & Management’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
Q2 		– Sell
-101,372
Closed -$2.64M – 119
2015
Q1 		$2.64M Sell
101,372
-2,720
-3% -$71.7K 0.66% 75
2014
Q4 		$2.77M Sell
104,092
-752
-0.7% -$19K 0.71% 63
2014
Q3 		$2.46M Buy
104,844
+848
+0.8% +$20.5K 0.64% 64
2014
Q2 		$2.66M Sell
103,996
-49,544
-32% -$1.21M 0.61% 67
2014
Q1 		$3.67M Buy
153,540
+116,152
+311% +$2.63M 0.85% 54
2013
Q4 		$800K Sell
37,388
-2,196
-6% -$46.3K 0.18% 108
2013
Q3 		$839K Buy
39,584
+4,860
+14% +$100K 0.2% 108
2013
Q2 		$707K Buy
+34,724
New +$689K 0.18% 132

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return