Integrated Wealth Counsel’s NextEra Energy NEE Stock Holding History

Integrated Wealth Counsel’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
2016 Q4	$227K	Hold	7,616	–	–	0.49%	28
2016 Q3	$233K	Hold	7,616	–	–	0.49%	26
2016 Q2	$248K	Hold	7,616	–	–	0.57%	24
2016 Q1	$225K	Buy	7,616 +416	+6%	+$11.7K	0.51%	24
2015 Q4	$187K	Hold	7,200	–	–	0.3%	24
2015 Q3	$176K	Hold	7,200	–	–	0.29%	24
2015 Q2	$176K	Hold	7,200	–	–	0.24%	27
2015 Q1	$187K	Hold	7,200	–	–	0.24%	29
2014 Q4	$191K	Hold	7,200	–	–	0.23%	26
2014 Q3	$169K	Hold	7,200	–	–	0.17%	32
2014 Q2	$184K	Hold	7,200	–	–	0.14%	43
2014 Q1	$172K	Hold	7,200	–	–	0.14%	61
2013 Q4	$154K	Hold	7,200	–	–	0.11%	66
2013 Q3	$144K	Sell	7,200 -672	-9%	-$13.9K	0.11%	65
2013 Q2	$160K	Buy	+7,872	New	+$156K	0.12%	69

Other funds holding NEE

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

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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