Jet Capital Investors’s NextEra Energy NEE Stock Holding History

Jet Capital Investors’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	-3,143,264	Closed	-$77M	–	47
2015 Q2	$77M	Sell	3,143,264 -3,993,416	-56%	-$102M	3.4%	12
2015 Q1	$186M	Sell	7,136,680 -845,580	-11%	-$22.3M	5.59%	2
2014 Q4	$212M	Sell	7,982,260 -1,580,804	-17%	-$39.9M	7.8%	2
2014 Q3	$224M	Buy	9,563,064 +1,975,064	+26%	+$47.7M	8.28%	2
2014 Q2	$194M	Buy	7,588,000 +6,000,000	+378%	+$146M	8.75%	3
2014 Q1	$38M	Sell	1,588,000 -1,360,000	-46%	-$30.8M	2.55%	14
2013 Q4	$63.1M	Buy	+2,948,000	New	+$62.2M	4.01%	8

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jet Capital Investors's NEE Position: Q3 2015 in Review

Jet Capital Investors sold out of NextEra Energy (NEE) in Q3 2015, closing a stake of 3,143,264 shares — an estimated $77M sold.

Jet Capital Investors first reported a position in NEE in Q4 2013 and held it in 7 quarters. The position peaked at $224M in Q3 2014. 1,079 funds tracked by Wall St. Rank hold NEE as of Q3 2015.

Jet Capital Investors reported no remaining NextEra Energy position as of Q3 2015 after selling out during the quarter.
Jet Capital Investors sold 3,143,264 NextEra Energy shares in Q3 2015, an estimated $77M.
Jet Capital Investors first reported a position in NextEra Energy in Q4 2013 and held it in 7 quarters.
Jet Capital Investors's NextEra Energy position peaked at $224M in Q3 2014.
1,079 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2015.

Based on Jet Capital Investors's 13F filing for Q3 2015, filed 16 Nov 2015.