LMCG Investments’s NextEra Energy NEE Stock Holding History

LMCG Investments’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
2013 Q4	–	Sell	-11,076	Closed	-$222K	–	488
2013 Q3	$222K	Sell	11,076 -772	-7%	-$15.9K	0.01%	444
2013 Q2	$241K	Buy	+11,848	New	+$235K	0.01%	440

Other funds holding NEE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LMCG Investments's NEE Position: Q4 2013 in Review

LMCG Investments sold out of NextEra Energy (NEE) in Q4 2013, closing a stake of 11,076 shares — an estimated $222K sold.

LMCG Investments first reported a position in NEE in Q2 2013 and held it in 2 quarters. The position peaked at $241K in Q2 2013. 952 funds tracked by Wall St. Rank hold NEE as of Q4 2013.

LMCG Investments reported no remaining NextEra Energy position as of Q4 2013 after selling out during the quarter.
LMCG Investments sold 11,076 NextEra Energy shares in Q4 2013, an estimated $222K.
LMCG Investments first reported a position in NextEra Energy in Q2 2013 and held it in 2 quarters.
LMCG Investments's NextEra Energy position peaked at $241K in Q2 2013.
952 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2013.

Based on LMCG Investments's 13F filing for Q4 2013, filed 6 Feb 2014.