Michael B. Elefante’s NextEra Energy NEE Stock Holding History

Michael B. Elefante’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 Q4	$248K	Sell	9,320 -40	-0.4%	-$1.01K	0.27%	70
2014 Q3	$220K	Buy	9,360 +100	+1%	+$2.42K	0.09%	92
2014 Q2	$237K	Sell	9,260 -1,300	-12%	-$31.6K	0.1%	92
2014 Q1	$252K	Buy	10,560 +800	+8%	+$18.1K	0.11%	87
2013 Q4	$209K	Sell	9,760 -800	-8%	-$16.9K	0.1%	98
2013 Q3	$212K	Sell	10,560 -40	-0.4%	-$826	0.11%	91
2013 Q2	$216K	Buy	+10,600	New	+$210K	0.12%	90

Other funds holding NEE

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Michael B. Elefante's NEE Position: Q4 2014 in Review

Michael B. Elefante reduced its NextEra Energy (NEE) stake by 0.43% in Q4 2014, selling an estimated $1.01K and leaving 9,320 shares worth $248K. The position accounts for 0.27% of the portfolio, ranked #70.

Michael B. Elefante first reported a position in NEE in Q2 2013 and has held it in 7 quarters since. The position peaked at $252K in Q1 2014. 1,050 funds tracked by Wall St. Rank hold NEE as of Q4 2014.

Michael B. Elefante held 9,320 shares of NextEra Energy worth $248K as of Q4 2014.
Michael B. Elefante sold 40 NextEra Energy shares in Q4 2014, an estimated $1.01K.
NextEra Energy made up 0.27% of Michael B. Elefante's portfolio in Q4 2014, its #70 holding.
Michael B. Elefante first reported a position in NextEra Energy in Q2 2013 and has held it in 7 quarters since.
Michael B. Elefante's NextEra Energy position peaked at $252K in Q1 2014.
1,050 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.