NatWest Group’s NextEra Energy NEE Stock Holding History

NatWest Group’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 Q4	–	Sell	-421,708	Closed	-$10.3M	–	268
2015 Q3	$10.3M	Sell	421,708 -22,568	-5%	-$574K	0.23%	54
2015 Q2	$10.9M	Sell	444,276 -5,676	-1%	-$144K	0.14%	55
2015 Q1	$11.7M	Sell	449,952 -31,888	-7%	-$841K	0.15%	50
2014 Q4	$12.8M	Sell	481,840 -118,644	-20%	-$3M	0.11%	42
2014 Q3	$14.1M	Buy	600,484 +1,936	+0.3%	+$46.7K	0.12%	41
2014 Q2	$15.3M	Buy	598,548 +20,084	+3%	+$489K	0.64%	37
2014 Q1	$13.8M	Sell	578,464 -111,756	-16%	-$2.53M	0.61%	43
2013 Q4	$14.8M	Buy	690,220 +67,752	+11%	+$1.43M	0.38%	64
2013 Q3	$12.5M	Buy	622,468 +10,360	+2%	+$214K	0.36%	63
2013 Q2	$12.5M	Buy	+612,108	New	+$12.1M	0.18%	100

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NatWest Group's NEE Position: Q4 2015 in Review

NatWest Group sold out of NextEra Energy (NEE) in Q4 2015, closing a stake of 421,708 shares — an estimated $10.3M sold.

NatWest Group first reported a position in NEE in Q2 2013 and held it in 10 quarters. The position peaked at $15.3M in Q2 2014. 1,102 funds tracked by Wall St. Rank hold NEE as of Q4 2015.

NatWest Group reported no remaining NextEra Energy position as of Q4 2015 after selling out during the quarter.
NatWest Group sold 421,708 NextEra Energy shares in Q4 2015, an estimated $10.3M.
NatWest Group first reported a position in NextEra Energy in Q2 2013 and held it in 10 quarters.
NatWest Group's NextEra Energy position peaked at $15.3M in Q2 2014.
1,102 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2015.

Based on NatWest Group's 13F filing for Q4 2015, filed 16 Feb 2016.