Nichols Asset Management’s NextEra Energy NEE Stock Holding History

Nichols 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
2016 Q4	$382K	Hold	12,800	–	–	0.75%	44
2016 Q3	$391K	Hold	12,800	–	–	0.73%	47
2016 Q2	$417K	Hold	12,800	–	–	0.85%	44
2016 Q1	$379K	Hold	12,800	–	–	0.08%	91
2015 Q4	$332K	Hold	12,800	–	–	0.07%	98
2015 Q3	$312K	Hold	12,800	–	–	0.07%	103
2015 Q2	$314K	Hold	12,800	–	–	0.06%	111
2015 Q1	$333K	Hold	12,800	–	–	0.06%	113
2014 Q4	$340K	Hold	12,800	–	–	0.07%	113
2014 Q3	$300K	Hold	12,800	–	–	0.06%	115
2014 Q2	$328K	Hold	12,800	–	–	0.07%	110
2014 Q1	$305K	Hold	12,800	–	–	0.07%	114
2013 Q4	$273K	Hold	12,800	–	–	0.06%	118
2013 Q3	$256K	Hold	12,800	–	–	0.07%	117
2013 Q2	$261K	Buy	+12,800	New	+$254K	0.08%	109

Other funds holding NEE

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Nichols Asset Management's NEE Position: Q4 2016 in Review

Nichols Asset Management held its NextEra Energy (NEE) position steady in Q4 2016 at 12,800 shares worth $382K. The position accounts for 0.75% of the portfolio, ranked #44.

Nichols Asset Management first reported a position in NEE in Q2 2013 and has held it in 15 quarters since. The position peaked at $417K in Q2 2016. 1,182 funds tracked by Wall St. Rank hold NEE as of Q4 2016.

Nichols Asset Management held 12,800 shares of NextEra Energy worth $382K as of Q4 2016.
Nichols Asset Management left its NextEra Energy share count unchanged in Q4 2016.
NextEra Energy made up 0.75% of Nichols Asset Management's portfolio in Q4 2016, its #44 holding.
Nichols Asset Management first reported a position in NextEra Energy in Q2 2013 and has held it in 15 quarters since.
Nichols Asset Management's NextEra Energy position peaked at $417K in Q2 2016.
1,182 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2016.

Based on Nichols Asset Management's 13F filing for Q4 2016, filed 10 Feb 2017.