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Palladiem’s NextEra Energy NEE Stock Holding History

Palladiem’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
Q3 		$31K Hold
1,288
– – 0.05% 58
2015
Q2 		$32K Hold
1,288
– – 0.03% 73
2015
Q1 		$34K Hold
1,288
– – 0.03% 79
2014
Q4 		$34K Buy
+1,288
New +$32.5K 0.03% 79

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Palladiem's NEE Position: Q3 2015 in Review

Palladiem held its NextEra Energy (NEE) position steady in Q3 2015 at 1,288 shares worth $31K. The position accounts for 0.05% of the portfolio, ranked #58.

Palladiem first reported a position in NEE in Q4 2014 and has held it in 4 quarters since. The position peaked at $34K in Q1 2015. 1,078 funds tracked by Wall St. Rank hold NEE as of Q3 2015.

  • Palladiem held 1,288 shares of NextEra Energy worth $31K as of Q3 2015.
  • Palladiem left its NextEra Energy share count unchanged in Q3 2015.
  • NextEra Energy made up 0.05% of Palladiem's portfolio in Q3 2015, its #58 holding.
  • Palladiem first reported a position in NextEra Energy in Q4 2014 and has held it in 4 quarters since.
  • Palladiem's NextEra Energy position peaked at $34K in Q1 2015.
  • 1,078 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2015.

Based on Palladiem's 13F filing for Q3 2015, filed 29 Oct 2015.