Intellectus Partners’s NEXTERA ENERGY CAPITAL HOLDINGS, INC. NEE.PRJ Stock Holding History

Intellectus Partners’s Portfolio NEE.PRJ Stock Details NEE.PRJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-535	Closed	-$13K	–	795
2017 Q3	$13K	Hold	535	–	–	0.01%	594
2017 Q2	$14K	Buy	535 +62	+13%	+$1.55K	0.01%	557
2017 Q1	$12K	Buy	473 +92	+24%	+$2.15K	0.01%	520
2016 Q4	$8K	Buy	+381	New	+$8.99K	﹤0.01%	548

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Plimoth Trust Plymouth, Massachusetts $447M AUM 24.12% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

PNC Financial Services Group

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