OFG
NEE.PRO

OTA Financial Group’s NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) NEE.PRO Stock Holding History

OTA Financial Group’s Portfolio NEE.PRO Stock Details NEE.PRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$12.1M Sell
181,214
-409,477
-69% -$26.2M 8.58% 3
2015
Q1 		$38.6M Buy
590,691
+409,477
+226% +$27.2M 20.73% 2
2014
Q4 		$12.1M Buy
181,214
+165,057
+1,022% +$10.6M 8.58% 3
2014
Q3 		$1.05M Buy
+16,157
New +$998K 1.39% 19
2014
Q1 		$1.18M Sell
19,311
-4,584
-19% -$271K 1.13% 22
2013
Q4 		$1.35K Sell
23,895
-431
-2% -$24.3K 0.85% 18
2013
Q3 		$1.33K Buy
24,326
+12,700
+109% +$711K 0.74% 22
2013
Q2 		$645K Buy
+11,626
New +$645K 0.3% 39

Other funds holding NEE.PRO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ES
Equitec Specialists Chicago, Illinois $708K AUM 25.27% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return