Otter Creek Management’s NextEra Energy NEE Stock Holding History

Otter Creek 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
2015 Q2	–	Sell	-20,000	Closed	-$520K	–	82
2015 Q1	$520K	Sell	20,000 -40,000	-67%	-$1.06M	0.47%	56
2014 Q4	$1.59M	Buy	60,000 +8,000	+15%	+$202K	0.72%	60
2014 Q3	$1.22M	Buy	52,000 +8,000	+18%	+$193K	0.6%	48
2014 Q2	$1.13M	Buy	+44,000	New	+$1.07M	0.51%	45

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Otter Creek Management's NEE Position: Q2 2015 in Review

Otter Creek Management sold out of NextEra Energy (NEE) in Q2 2015, closing a stake of 20,000 shares — an estimated $520K sold.

Otter Creek Management first reported a position in NEE in Q2 2014 and held it in 4 quarters. The position peaked at $1.59M in Q4 2014. 1,039 funds tracked by Wall St. Rank hold NEE as of Q2 2015.

Otter Creek Management reported no remaining NextEra Energy position as of Q2 2015 after selling out during the quarter.
Otter Creek Management sold 20,000 NextEra Energy shares in Q2 2015, an estimated $520K.
Otter Creek Management first reported a position in NextEra Energy in Q2 2014 and held it in 4 quarters.
Otter Creek Management's NextEra Energy position peaked at $1.59M in Q4 2014.
1,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2015.

Based on Otter Creek Management's 13F filing for Q2 2015, filed 14 Aug 2015.