KWMG LLC’s NextEra Energy NEE Stock Holding History

KWMG LLC’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 Q1	–	Sell	-44,572	Closed	-$1.17M	–	120
2014 Q4	$1.17M	Buy	+44,572	New	+$1.13M	0.97%	27

Other funds holding NEE

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

KWMG LLC's NEE Position: Q1 2015 in Review

KWMG LLC sold out of NextEra Energy (NEE) in Q1 2015, closing a stake of 44,572 shares — an estimated $1.17M sold.

KWMG LLC first reported a position in NEE in Q4 2014 and held it in 1 quarter. The position peaked at $1.17M in Q4 2014. 1,055 funds tracked by Wall St. Rank hold NEE as of Q1 2015.

KWMG LLC reported no remaining NextEra Energy position as of Q1 2015 after selling out during the quarter.
KWMG LLC sold 44,572 NextEra Energy shares in Q1 2015, an estimated $1.17M.
KWMG LLC first reported a position in NextEra Energy in Q4 2014 and held it in 1 quarter.
KWMG LLC's NextEra Energy position peaked at $1.17M in Q4 2014.
1,055 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2015.

Based on KWMG LLC's 13F filing for Q1 2015, filed 13 May 2015.