MFS
NEE.PRQ

MSI Financial Services’s NextEra Energy, Inc. NEE.PRQ Stock Holding History

MSI Financial Services’s Portfolio NEE.PRQ Stock Details NEE.PRQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$4K Hold
62
– – ﹤0.01% 3288
2016
Q3 		$4K Sell
62
-196
-76% -$12K ﹤0.01% 3281
2016
Q2 		$17K Buy
258
+196
+316% +$11.9K ﹤0.01% 2459
2016
Q1 		$4K Buy
+62
New +$3.49K ﹤0.01% 3321

Other funds holding NEE.PRQ

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

MSI Financial Services's NEE.PRQ Position: Q4 2016 in Review

MSI Financial Services held its NextEra Energy, Inc. (NEE.PRQ) position steady in Q4 2016 at 62 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #3288.

MSI Financial Services first reported a position in NEE.PRQ in Q1 2016 and has held it in 4 quarters since. The position peaked at $17K in Q2 2016. 39 funds tracked by Wall St. Rank hold NEE.PRQ as of Q4 2016.

  • MSI Financial Services held 62 shares of NextEra Energy, Inc. worth $4K as of Q4 2016.
  • MSI Financial Services left its NextEra Energy, Inc. share count unchanged in Q4 2016.
  • NextEra Energy, Inc. made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3288 holding.
  • MSI Financial Services first reported a position in NextEra Energy, Inc. in Q1 2016 and has held it in 4 quarters since.
  • MSI Financial Services's NextEra Energy, Inc. position peaked at $17K in Q2 2016.
  • 39 funds tracked by Wall St. Rank held NextEra Energy, Inc. as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.