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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Insight Capital Research & Management's NEE Position: Q2 2015 in Review

Insight Capital Research & Management sold out of NextEra Energy (NEE) in Q2 2015, closing a stake of 101,372 shares — an estimated $2.64M sold.

Insight Capital Research & Management first reported a position in NEE in Q2 2013 and held it in 8 quarters. The position peaked at $3.67M in Q1 2014. 1,040 funds tracked by Wall St. Rank hold NEE as of Q2 2015.

Insight Capital Research & Management reported no remaining NextEra Energy position as of Q2 2015 after selling out during the quarter.
Insight Capital Research & Management sold 101,372 NextEra Energy shares in Q2 2015, an estimated $2.64M.
Insight Capital Research & Management first reported a position in NextEra Energy in Q2 2013 and held it in 8 quarters.
Insight Capital Research & Management's NextEra Energy position peaked at $3.67M in Q1 2014.
1,040 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2015.

Based on Insight Capital Research & Management's 13F filing for Q2 2015, filed 13 Aug 2015.