New York Life Trust’s NextEra Energy NEE Stock Holding History

New York Life Trust’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
2017 Q1	$7K	Sell	224 -3,008	-93%	-$94.6K	0.34%	96
2016 Q4	$97K	Buy	3,232 +140	+5%	+$4.18K	0.46%	86
2016 Q3	$95K	Buy	3,092 +2,524	+444%	+$79.5K	0.47%	77
2016 Q2	$19K	Buy	568 +308	+118%	+$9.25K	0.09%	188
2016 Q1	$8K	Buy	+260	New	+$7.3K	0.03%	223
2015 Q2	–	Sell	-156	Closed	-$4K	–	230
2015 Q1	$4K	Buy	+156	New	+$4.12K	0.02%	207

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

New York Life Trust's NEE Position: Q1 2017 in Review

New York Life Trust reduced its NextEra Energy (NEE) stake by 93% in Q1 2017, selling an estimated $94.6K and leaving 224 shares worth $7K. The position accounts for 0.34% of the portfolio, ranked #96.

New York Life Trust first reported a position in NEE in Q1 2015 and has held it in 6 quarters since. The position peaked at $97K in Q4 2016. 1,208 funds tracked by Wall St. Rank hold NEE as of Q1 2017.

New York Life Trust held 224 shares of NextEra Energy worth $7K as of Q1 2017.
New York Life Trust sold 3,008 NextEra Energy shares in Q1 2017, an estimated $94.6K.
NextEra Energy made up 0.34% of New York Life Trust's portfolio in Q1 2017, its #96 holding.
New York Life Trust first reported a position in NextEra Energy in Q1 2015 and has held it in 6 quarters since.
New York Life Trust's NextEra Energy position peaked at $97K in Q4 2016.
1,208 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.