Kanaly Trust’s NextEra Energy NEE Stock Holding History

Kanaly Trust’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 Q4	$131K	Buy	4,396 +144	+3%	+$4.3K	0.03%	176
2016 Q3	$130K	Hold	4,252	–	–	0.03%	182
2016 Q2	$139K	Sell	4,252 -4	-0.1%	-$120	0.03%	180
2016 Q1	$126K	Buy	4,256 +84	+2%	+$2.36K	0.03%	182
2015 Q4	$108K	Sell	4,172 -88	-2%	-$2.23K	0.02%	202
2015 Q3	$104K	Buy	4,260 +152	+4%	+$3.87K	0.02%	205
2015 Q2	$101K	Sell	4,108 -8,000	-66%	-$203K	0.02%	214
2015 Q1	$315K	Sell	12,108 -4,000	-25%	-$106K	0.06%	131
2014 Q4	$428K	Buy	16,108 +28	+0.2%	+$707	0.09%	125
2014 Q3	$377K	Hold	16,080	–	–	0.07%	139
2014 Q2	$412K	Buy	16,080 +24	+0.1%	+$584	0.08%	142
2014 Q1	$384K	Sell	16,056 -176	-1%	-$3.99K	0.07%	146
2013 Q4	$347K	Sell	16,232 -172	-1%	-$3.63K	0.07%	151
2013 Q3	$328K	Buy	16,404 +172	+1%	+$3.55K	0.09%	71
2013 Q2	$330K	Buy	+16,232	New	+$322K	0.1%	64

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

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

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

BFA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Kanaly Trust's NEE Position: Q4 2016 in Review

Kanaly Trust increased its NextEra Energy (NEE) stake by 3.4% in Q4 2016, buying an estimated $4.3K and bringing the position to 4,396 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #176.

Kanaly Trust first reported a position in NEE in Q2 2013 and has held it in 15 quarters since. The position peaked at $428K in Q4 2014. 1,182 funds tracked by Wall St. Rank hold NEE as of Q4 2016.

Kanaly Trust held 4,396 shares of NextEra Energy worth $131K as of Q4 2016.
Kanaly Trust bought 144 NextEra Energy shares in Q4 2016, an estimated $4.3K.
NextEra Energy made up 0.03% of Kanaly Trust's portfolio in Q4 2016, its #176 holding.
Kanaly Trust first reported a position in NextEra Energy in Q2 2013 and has held it in 15 quarters since.
Kanaly Trust's NextEra Energy position peaked at $428K in Q4 2014.
1,182 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.