Mraz Amerine & Associates’s NextEra Energy NEE Stock Holding History

Mraz Amerine & Associates’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	-10,000	Closed	-$256K	–	151
2014 Q2	$256K	Sell	10,000 -800	-7%	-$19.5K	0.1%	114
2014 Q1	$258K	Hold	10,800	–	–	0.11%	112
2013 Q4	$231K	Hold	10,800	–	–	0.1%	117
2013 Q3	$216K	Hold	10,800	–	–	0.1%	111
2013 Q2	$220K	Buy	+10,800	New	+$214K	0.11%	109

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

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

BFA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mraz Amerine & Associates's NEE Position: Q3 2014 in Review

Mraz Amerine & Associates sold out of NextEra Energy (NEE) in Q3 2014, closing a stake of 10,000 shares — an estimated $256K sold.

Mraz Amerine & Associates first reported a position in NEE in Q2 2013 and held it in 5 quarters. The position peaked at $258K in Q1 2014. 997 funds tracked by Wall St. Rank hold NEE as of Q3 2014.

Mraz Amerine & Associates reported no remaining NextEra Energy position as of Q3 2014 after selling out during the quarter.
Mraz Amerine & Associates sold 10,000 NextEra Energy shares in Q3 2014, an estimated $256K.
Mraz Amerine & Associates first reported a position in NextEra Energy in Q2 2013 and held it in 5 quarters.
Mraz Amerine & Associates's NextEra Energy position peaked at $258K in Q1 2014.
997 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2014.

Based on Mraz Amerine & Associates's 13F filing for Q3 2014, filed 14 Nov 2014.