J. Goldman & Co’s NextEra Energy NEE Stock Holding History

J. Goldman & Co’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 Q3	–	Sell	-114,692	Closed	-$2.81M	–	287
2015 Q2	$2.81M	Sell	114,692 -145,720	-56%	-$3.7M	0.17%	137
2015 Q1	$6.77M	Sell	260,412 -36,488	-12%	-$962K	0.42%	74
2014 Q4	$7.89M	Sell	296,900 -54,716	-16%	-$1.38M	0.93%	27
2014 Q3	$8.25M	Buy	351,616 +13,732	+4%	+$332K	0.5%	58
2014 Q2	$8.66M	Buy	337,884 +241,652	+251%	+$5.88M	0.63%	42
2014 Q1	$2.3M	Sell	96,232 -82,416	-46%	-$1.87M	0.17%	165
2013 Q4	$3.82M	Buy	+178,648	New	+$3.77M	0.48%	64

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

J. Goldman & Co's NEE Position: Q3 2015 in Review

J. Goldman & Co sold out of NextEra Energy (NEE) in Q3 2015, closing a stake of 114,692 shares — an estimated $2.81M sold.

J. Goldman & Co first reported a position in NEE in Q4 2013 and held it in 7 quarters. The position peaked at $8.66M in Q2 2014. 1,078 funds tracked by Wall St. Rank hold NEE as of Q3 2015.

J. Goldman & Co reported no remaining NextEra Energy position as of Q3 2015 after selling out during the quarter.
J. Goldman & Co sold 114,692 NextEra Energy shares in Q3 2015, an estimated $2.81M.
J. Goldman & Co first reported a position in NextEra Energy in Q4 2013 and held it in 7 quarters.
J. Goldman & Co's NextEra Energy position peaked at $8.66M in Q2 2014.
1,078 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2015.

Based on J. Goldman & Co's 13F filing for Q3 2015, filed 16 Nov 2015.