Jamison Eaton & Wood’s NextEra Energy NEE Stock Holding History

Jamison Eaton & Wood’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 Q1	$4.18M	Sell	160,772 -9,680	-6%	-$255K	1.19%	36
2014 Q4	$4.53M	Sell	170,452 -6,060	-3%	-$153K	1.26%	32
2014 Q3	$4.14M	Buy	176,512 +4,348	+3%	+$105K	1.15%	35
2014 Q2	$4.41M	Sell	172,164 -13,152	-7%	-$320K	1.21%	34
2014 Q1	$4.43M	Sell	185,316 -40,920	-18%	-$927K	1.23%	33
2013 Q4	$4.84M	Buy	226,236 +1,900	+0.8%	+$40.1K	1.26%	29
2013 Q3	$4.5M	Sell	224,336 -740	-0.3%	-$15.3K	1.24%	29
2013 Q2	$4.58M	Buy	+225,076	New	+$4.47M	1.32%	31

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

BFA

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jamison Eaton & Wood's NEE Position: Q1 2015 in Review

Jamison Eaton & Wood reduced its NextEra Energy (NEE) stake by 5.7% in Q1 2015, selling an estimated $255K and leaving 160,772 shares worth $4.18M. The position accounts for 1.19% of the portfolio, ranked #36.

Jamison Eaton & Wood first reported a position in NEE in Q2 2013 and has held it in 8 quarters since. The position peaked at $4.84M in Q4 2013. 1,055 funds tracked by Wall St. Rank hold NEE as of Q1 2015.

Jamison Eaton & Wood held 160,772 shares of NextEra Energy worth $4.18M as of Q1 2015.
Jamison Eaton & Wood sold 9,680 NextEra Energy shares in Q1 2015, an estimated $255K.
NextEra Energy made up 1.19% of Jamison Eaton & Wood's portfolio in Q1 2015, its #36 holding.
Jamison Eaton & Wood first reported a position in NextEra Energy in Q2 2013 and has held it in 8 quarters since.
Jamison Eaton & Wood's NextEra Energy position peaked at $4.84M in Q4 2013.
1,055 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2015.

Based on Jamison Eaton & Wood's 13F filing for Q1 2015, filed 30 Apr 2015.