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Marshwinds Advisory’s NextEra Energy NEE Stock Holding History

Marshwinds Advisory’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
2014
Q3 		– Sell
-8,464
Closed -$217K – 145
2014
Q2 		$217K Buy
+8,464
New +$206K 0.1% 134

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marshwinds Advisory's NEE Position: Q3 2014 in Review

Marshwinds Advisory sold out of NextEra Energy (NEE) in Q3 2014, closing a stake of 8,464 shares — an estimated $217K sold.

Marshwinds Advisory first reported a position in NEE in Q2 2014 and held it in 1 quarter. The position peaked at $217K in Q2 2014. 997 funds tracked by Wall St. Rank hold NEE as of Q3 2014.

  • Marshwinds Advisory reported no remaining NextEra Energy position as of Q3 2014 after selling out during the quarter.
  • Marshwinds Advisory sold 8,464 NextEra Energy shares in Q3 2014, an estimated $217K.
  • Marshwinds Advisory first reported a position in NextEra Energy in Q2 2014 and held it in 1 quarter.
  • Marshwinds Advisory's NextEra Energy position peaked at $217K in Q2 2014.
  • 997 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2014.

Based on Marshwinds Advisory's 13F filing for Q3 2014, filed 27 Oct 2014.