KIG
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Kovitz Investment Group’s NextEra Energy NEE Stock Holding History

Kovitz Investment 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
2015
Q4 		$3.31M Sell
127,396
-1,600
-1% -$40.5K 0.2% 48
2015
Q3 		$3.15M Sell
128,996
-2,400
-2% -$61K 0.18% 47
2015
Q2 		$3.22M Sell
131,396
-800
-0.6% -$20.3K 0.18% 50
2015
Q1 		$3.44M Sell
132,196
-800
-0.6% -$21.1K 0.19% 46
2014
Q4 		$3.53M Sell
132,996
-2,200
-2% -$55.6K 0.17% 46
2014
Q3 		$3.17M Sell
135,196
-1,200
-0.9% -$29K 0.16% 45
2014
Q2 		$3.49M Sell
136,396
-9,000
-6% -$219K 0.18% 49
2014
Q1 		$2.82M Buy
145,396
+7,400
+5% +$168K 0.15% 55
2013
Q4 		$2.95M Sell
137,996
-5,000
-3% -$105K 0.13% 53
2013
Q3 		$2.87M Sell
142,996
-5,000
-3% -$103K 0.14% 51
2013
Q2 		$3.02M Buy
+147,996
New +$2.94M 0.15% 49

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return