Jolley Asset Management’s NextEra Energy NEE Stock Holding History

Jolley Asset 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
2018 Q1	–	Sell	-284	Closed	-$11K	–	193
2017 Q4	$11K	Hold	284	–	–	0.01%	143
2017 Q3	$10K	Buy	+284	New	+$10.4K	0.01%	147
2014 Q1	–	Sell	-640	Closed	-$14K	–	127
2013 Q4	$14K	Hold	640	–	–	0.01%	100
2013 Q3	$13K	Hold	640	–	–	0.01%	102
2013 Q2	$13K	Buy	+640	New	+$12.7K	0.01%	102

Other funds holding NEE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Jolley Asset Management's NEE Position: Q1 2018 in Review

Jolley Asset Management sold out of NextEra Energy (NEE) in Q1 2018, closing a stake of 284 shares — an estimated $11K sold.

Jolley Asset Management first reported a position in NEE in Q2 2013 and held it in 5 quarters. The position peaked at $14K in Q4 2013. 1,418 funds tracked by Wall St. Rank hold NEE as of Q1 2018.

Jolley Asset Management reported no remaining NextEra Energy position as of Q1 2018 after selling out during the quarter.
Jolley Asset Management sold 284 NextEra Energy shares in Q1 2018, an estimated $11K.
Jolley Asset Management first reported a position in NextEra Energy in Q2 2013 and held it in 5 quarters.
Jolley Asset Management's NextEra Energy position peaked at $14K in Q4 2013.
1,418 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2018.

Based on Jolley Asset Management's 13F filing for Q1 2018, filed 13 Apr 2018.