Mariner Wealth Advisors (NYC)’s NextEra Energy NEE Stock Holding History

Mariner Wealth Advisors (NYC)’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	$365K	Buy	+14,020	New	+$370K	0.17%	34

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 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Mariner Wealth Advisors (NYC)'s NEE Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in NextEra Energy (NEE) in Q1 2015: 14,020 shares worth $365K. The stake represents 0.17% of the portfolio and ranks #34 among its holdings.

1,055 funds tracked by Wall St. Rank hold NEE as of Q1 2015.

Mariner Wealth Advisors (NYC) held 14,020 shares of NextEra Energy worth $365K as of Q1 2015.
NextEra Energy was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
NextEra Energy made up 0.17% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #34 holding.
1,055 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.