Kernodle & Katon Asset Management Group’s NextEra Energy NEE Stock Holding History

Kernodle & Katon Asset Management Group’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
2017 Q1	$92K	Hold	2,880	–	–	0.06%	143
2016 Q4	$86K	Hold	2,880	–	–	0.05%	142
2016 Q3	$88K	Hold	2,880	–	–	0.05%	145
2016 Q2	$94K	Hold	2,880	–	–	0.09%	91
2016 Q1	$85K	Hold	2,880	–	–	0.08%	91
2015 Q4	$75K	Buy	+2,880	New	+$72.9K	0.07%	96

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kernodle & Katon Asset Management Group's NEE Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group held its NextEra Energy (NEE) position steady in Q1 2017 at 2,880 shares worth $92K. The position accounts for 0.06% of the portfolio, ranked #143.

Kernodle & Katon Asset Management Group first reported a position in NEE in Q4 2015 and has held it in 6 quarters since. The position peaked at $94K in Q2 2016. 1,207 funds tracked by Wall St. Rank hold NEE as of Q1 2017.

Kernodle & Katon Asset Management Group held 2,880 shares of NextEra Energy worth $92K as of Q1 2017.
Kernodle & Katon Asset Management Group left its NextEra Energy share count unchanged in Q1 2017.
NextEra Energy made up 0.06% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #143 holding.
Kernodle & Katon Asset Management Group first reported a position in NextEra Energy in Q4 2015 and has held it in 6 quarters since.
Kernodle & Katon Asset Management Group's NextEra Energy position peaked at $94K in Q2 2016.
1,207 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.