Laffer Tengler Investments’s NextEra Energy, Inc. NEE.PRQ Stock Holding History

Laffer Tengler Investments’s Portfolio NEE.PRQ Stock Details NEE.PRQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-59,397	Closed	-$3.6M	–	285
2016 Q1	$3.6M	Buy	+59,397	New	+$3.35M	0.97%	20
2015 Q4	–	Hold	0	–	–	–	146
2015 Q3	–	Hold	0	–	–	–	171

Other funds holding NEE.PRQ

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

ACM

Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

GLI

Guardian Life Insurance New York $199K AUM

Laffer Tengler Investments's NEE.PRQ Position: Q2 2016 in Review

Laffer Tengler Investments sold out of NextEra Energy, Inc. (NEE.PRQ) in Q2 2016, closing a stake of 59,397 shares — an estimated $3.6M sold.

Laffer Tengler Investments first reported a position in NEE.PRQ in Q1 2016 and held it in 1 quarter. The position peaked at $3.6M in Q1 2016. 37 funds tracked by Wall St. Rank hold NEE.PRQ as of Q2 2016.

Laffer Tengler Investments reported no remaining NextEra Energy, Inc. position as of Q2 2016 after selling out during the quarter.
Laffer Tengler Investments sold 59,397 NextEra Energy, Inc. shares in Q2 2016, an estimated $3.6M.
Laffer Tengler Investments first reported a position in NextEra Energy, Inc. in Q1 2016 and held it in 1 quarter.
Laffer Tengler Investments's NextEra Energy, Inc. position peaked at $3.6M in Q1 2016.
37 funds tracked by Wall St. Rank held NextEra Energy, Inc. as of Q2 2016.

Based on Laffer Tengler Investments's 13F filing for Q2 2016, filed 15 Aug 2016.