Keel Point Advisors’s NextEra Energy NEE Stock Holding History

Keel Point Advisors’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
2014 Q4	$344K	Buy	+12,960	New	+$327K	0.28%	42

Other funds holding NEE

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Keel Point Advisors's NEE Position: Q4 2014 in Review

Keel Point Advisors opened a new position in NextEra Energy (NEE) in Q4 2014: 12,960 shares worth $344K. The stake represents 0.28% of the portfolio and ranks #42 among its holdings.

1,049 funds tracked by Wall St. Rank hold NEE as of Q4 2014.

Keel Point Advisors held 12,960 shares of NextEra Energy worth $344K as of Q4 2014.
NextEra Energy was a new Keel Point Advisors position in Q4 2014.
NextEra Energy made up 0.28% of Keel Point Advisors's portfolio in Q4 2014, its #42 holding.
1,049 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.