Nexus Asset Management’s NextEra Energy NEE Stock Holding History

Nexus Asset Management’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	–	Sell	-1,569,200	Closed	-$36.8M	–	13
2014 Q3	$36.8M	Buy	1,569,200 +1,082,400	+222%	+$26.1M	5.08%	1
2014 Q2	$12.5M	Buy	486,800 +23,488	+5%	+$571K	2.01%	22
2014 Q1	$11.1M	Sell	463,312 -196,844	-30%	-$4.46M	2.26%	17
2013 Q4	$14.1M	Buy	+660,156	New	+$13.9M	2.58%	20

Other funds holding NEE

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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

Nexus Asset Management's NEE Position: Q4 2014 in Review

Nexus Asset Management sold out of NextEra Energy (NEE) in Q4 2014, closing a stake of 1,569,200 shares — an estimated $36.8M sold.

Nexus Asset Management first reported a position in NEE in Q4 2013 and held it in 4 quarters. The position peaked at $36.8M in Q3 2014. 1,049 funds tracked by Wall St. Rank hold NEE as of Q4 2014.

Nexus Asset Management reported no remaining NextEra Energy position as of Q4 2014 after selling out during the quarter.
Nexus Asset Management sold 1,569,200 NextEra Energy shares in Q4 2014, an estimated $36.8M.
Nexus Asset Management first reported a position in NextEra Energy in Q4 2013 and held it in 4 quarters.
Nexus Asset Management's NextEra Energy position peaked at $36.8M in Q3 2014.
1,049 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2014.

Based on Nexus Asset Management's 13F filing for Q4 2014.