New England Securities’s NextEra Energy NEE Stock Holding History

New England Securities’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	$294K	Sell	11,076 -192	-2%	-$4.85K	0.1%	208
2014 Q3	$264K	Sell	11,268 -300	-3%	-$7.24K	0.09%	224
2014 Q2	$296K	Hold	11,568	–	–	0.1%	226
2014 Q1	$277K	Buy	11,568 +4,940	+75%	+$112K	0.11%	209
2013 Q4	$142K	Sell	6,628 -820	-11%	-$17.3K	0.06%	331
2013 Q3	$149K	Buy	7,448 +1,304	+21%	+$26.9K	0.08%	273
2013 Q2	$125K	Buy	+6,144	New	+$122K	0.08%	246

Other funds holding NEE

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BFA

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

New England Securities's NEE Position: Q4 2014 in Review

New England Securities reduced its NextEra Energy (NEE) stake by 1.7% in Q4 2014, selling an estimated $4.85K and leaving 11,076 shares worth $294K. The position accounts for 0.1% of the portfolio, ranked #208.

New England Securities first reported a position in NEE in Q2 2013 and has held it in 7 quarters since. The position peaked at $296K in Q2 2014. 1,049 funds tracked by Wall St. Rank hold NEE as of Q4 2014.

New England Securities held 11,076 shares of NextEra Energy worth $294K as of Q4 2014.
New England Securities sold 192 NextEra Energy shares in Q4 2014, an estimated $4.85K.
NextEra Energy made up 0.1% of New England Securities's portfolio in Q4 2014, its #208 holding.
New England Securities first reported a position in NextEra Energy in Q2 2013 and has held it in 7 quarters since.
New England Securities's NextEra Energy position peaked at $296K in Q2 2014.
1,049 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.