Orca Investment Management’s NextEra Energy NEE Stock Holding History

Orca Investment 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	–	Sell	-15,680	Closed	-$479K	–	74
2016 Q3	$479K	Hold	15,680	–	–	0.5%	50
2016 Q2	$511K	Hold	15,680	–	–	0.5%	51
2016 Q1	$464K	Hold	15,680	–	–	0.52%	51
2015 Q4	$407K	Sell	15,680 -104	-0.7%	-$2.63K	0.45%	57
2015 Q3	$385K	Hold	15,784	–	–	0.47%	56
2015 Q2	$387K	Buy	15,784 +104	+0.7%	+$2.64K	0.36%	67
2015 Q1	$408K	Hold	15,680	–	–	0.36%	63
2014 Q4	$417K	Hold	15,680	–	–	0.37%	65
2014 Q3	$368K	Buy	15,680 +80	+0.5%	+$1.93K	0.32%	71
2014 Q2	$400K	Sell	15,600 -5,824	-27%	-$142K	0.32%	64
2014 Q1	$512K	Hold	21,424	–	–	0.43%	52
2013 Q4	$459K	Buy	+21,424	New	+$452K	0.37%	61

Other funds holding NEE

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Orca Investment Management's NEE Position: Q4 2016 in Review

Orca Investment Management sold out of NextEra Energy (NEE) in Q4 2016, closing a stake of 15,680 shares — an estimated $479K sold.

Orca Investment Management first reported a position in NEE in Q4 2013 and held it in 12 quarters. The position peaked at $512K in Q1 2014. 1,182 funds tracked by Wall St. Rank hold NEE as of Q4 2016.

Orca Investment Management reported no remaining NextEra Energy position as of Q4 2016 after selling out during the quarter.
Orca Investment Management sold 15,680 NextEra Energy shares in Q4 2016, an estimated $479K.
Orca Investment Management first reported a position in NextEra Energy in Q4 2013 and held it in 12 quarters.
Orca Investment Management's NextEra Energy position peaked at $512K in Q1 2014.
1,182 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2016.

Based on Orca Investment Management's 13F filing for Q4 2016, filed 26 Jan 2017.