Investors Capital Advisory Services’s NextEra Energy NEE Stock Holding History

Investors Capital Advisory Services’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 Q2	$747K	Buy	22,944 +2,748	+14%	+$82.5K	0.14%	195
2016 Q1	$596K	Buy	20,196 +1,568	+8%	+$44K	0.12%	229
2015 Q4	$483K	Sell	18,628 -260	-1%	-$6.58K	0.09%	299
2015 Q3	$459K	Buy	18,888 +1,456	+8%	+$37K	0.09%	305
2015 Q2	$426K	Buy	17,432 +408	+2%	+$10.4K	0.08%	365
2015 Q1	$442K	Sell	17,024 -792	-4%	-$20.9K	0.08%	342
2014 Q4	$473K	Buy	17,816 +416	+2%	+$10.5K	0.09%	312
2014 Q3	$408K	Buy	17,400 +512	+3%	+$12.4K	0.08%	352
2014 Q2	$432K	Buy	16,888 +24	+0.1%	+$584	0.07%	380
2014 Q1	$403K	Buy	16,864 +432	+3%	+$9.79K	0.09%	332
2013 Q4	$351K	Buy	16,432 +204	+1%	+$4.3K	0.08%	340
2013 Q3	$325K	Buy	16,228 +292	+2%	+$6.03K	0.08%	335
2013 Q2	$324K	Buy	+15,936	New	+$316K	0.1%	292

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Investors Capital Advisory Services's NEE Position: Q2 2016 in Review

Investors Capital Advisory Services increased its NextEra Energy (NEE) stake by 14% in Q2 2016, buying an estimated $82.5K and bringing the position to 22,944 shares worth $747K. The position accounts for 0.14% of the portfolio, ranked #195.

Investors Capital Advisory Services first reported a position in NEE in Q2 2013 and has held it in 13 quarters since. 1,152 funds tracked by Wall St. Rank hold NEE as of Q2 2016.

Investors Capital Advisory Services held 22,944 shares of NextEra Energy worth $747K as of Q2 2016.
Investors Capital Advisory Services bought 2,748 NextEra Energy shares in Q2 2016, an estimated $82.5K.
NextEra Energy made up 0.14% of Investors Capital Advisory Services's portfolio in Q2 2016, its #195 holding.
Investors Capital Advisory Services first reported a position in NextEra Energy in Q2 2013 and has held it in 13 quarters since.
1,152 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.