Jacobus Wealth Management’s NextEra Energy NEE Stock Holding History

Jacobus Wealth 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
2016 Q2	–	Sell	-3,484	Closed	-$103K	–	245
2016 Q1	$103K	Sell	3,484 -800	-19%	-$22.5K	0.03%	265
2015 Q4	$111K	Hold	4,284	–	–	0.03%	267
2015 Q3	$104K	Hold	4,284	–	–	0.03%	280
2015 Q2	$105K	Hold	4,284	–	–	0.03%	306
2015 Q1	$111K	Hold	4,284	–	–	0.03%	286
2014 Q4	$114K	Hold	4,284	–	–	0.03%	277
2014 Q3	$101K	Hold	4,284	–	–	0.03%	306
2014 Q2	$110K	Sell	4,284 -800	-16%	-$19.5K	0.03%	295
2014 Q1	$122K	Hold	5,084	–	–	0.03%	278
2013 Q4	$109K	Buy	+5,084	New	+$107K	0.03%	289

Other funds holding NEE

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BIT

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.55T AUM 33.47% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jacobus Wealth Management's NEE Position: Q2 2016 in Review

Jacobus Wealth Management sold out of NextEra Energy (NEE) in Q2 2016, closing a stake of 3,484 shares — an estimated $103K sold.

Jacobus Wealth Management first reported a position in NEE in Q4 2013 and held it in 10 quarters. The position peaked at $122K in Q1 2014. 1,153 funds tracked by Wall St. Rank hold NEE as of Q2 2016.

Jacobus Wealth Management reported no remaining NextEra Energy position as of Q2 2016 after selling out during the quarter.
Jacobus Wealth Management sold 3,484 NextEra Energy shares in Q2 2016, an estimated $103K.
Jacobus Wealth Management first reported a position in NextEra Energy in Q4 2013 and held it in 10 quarters.
Jacobus Wealth Management's NextEra Energy position peaked at $122K in Q1 2014.
1,153 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2016.

Based on Jacobus Wealth Management's 13F filing for Q2 2016, filed 5 Aug 2016.