PacWest Financial Management’s NextEra Energy NEE Stock Holding History

PacWest Financial 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	$1.89M	Buy	63,200 +440	+0.7%	+$13.1K	1.12%	38
2016 Q3	$1.92M	Sell	62,760 -280	-0.4%	-$8.82K	1.17%	36
2016 Q2	$2.06M	Sell	63,040 -360	-0.6%	-$10.8K	1.28%	31
2016 Q1	$1.88M	Sell	63,400 -808	-1%	-$22.7K	1.21%	35
2015 Q4	$1.67M	Hold	64,208	–	–	1.12%	41
2015 Q3	$1.57M	Buy	64,208 +45,620	+245%	+$1.16M	1.16%	42
2015 Q2	$484K	Hold	18,588	–	–	0.34%	72
2015 Q1	$484K	Hold	18,588	–	–	0.34%	71
2014 Q4	$494K	Sell	18,588 -1,200	-6%	-$30.3K	0.35%	75
2014 Q3	$464K	Buy	19,788 +2,500	+14%	+$60.4K	0.34%	73
2014 Q2	$443K	Buy	17,288 +788	+5%	+$19.2K	0.33%	74
2014 Q1	$394K	Sell	16,500 -320	-2%	-$7.25K	0.31%	76
2013 Q4	$360K	Hold	16,820	–	–	0.11%	81
2013 Q3	$337K	Hold	16,820	–	–	0.29%	80
2013 Q2	$343K	Buy	+16,820	New	+$334K	0.33%	75

Other funds holding NEE

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

PacWest Financial Management's NEE Position: Q4 2016 in Review

PacWest Financial Management increased its NextEra Energy (NEE) stake by 0.7% in Q4 2016, buying an estimated $13.1K and bringing the position to 63,200 shares worth $1.89M. The position accounts for 1.12% of the portfolio, ranked #38.

PacWest Financial Management first reported a position in NEE in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.06M in Q2 2016. 1,182 funds tracked by Wall St. Rank hold NEE as of Q4 2016.

PacWest Financial Management held 63,200 shares of NextEra Energy worth $1.89M as of Q4 2016.
PacWest Financial Management bought 440 NextEra Energy shares in Q4 2016, an estimated $13.1K.
NextEra Energy made up 1.12% of PacWest Financial Management's portfolio in Q4 2016, its #38 holding.
PacWest Financial Management first reported a position in NextEra Energy in Q2 2013 and has held it in 15 quarters since.
PacWest Financial Management's NextEra Energy position peaked at $2.06M in Q2 2016.
1,182 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2016.

Based on PacWest Financial Management's 13F filing for Q4 2016, filed 10 Jan 2017.