Parametric Risk Advisors’s NextEra Energy NEE Stock Holding History

Parametric Risk Advisors’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
2014 Q4	–	Sell	-21,828	Closed	-$512K	–	139
2014 Q3	$512K	Sell	21,828 -1,120	-5%	-$27K	0.03%	133
2014 Q2	$588K	Buy	22,948 +6,048	+36%	+$147K	0.04%	116
2014 Q1	$404K	Buy	16,900 +2,032	+14%	+$46K	0.03%	136
2013 Q4	$318K	Hold	14,868	–	–	0.02%	131
2013 Q3	$298K	Hold	14,868	–	–	0.02%	118
2013 Q2	$303K	Buy	+14,868	New	+$295K	0.02%	117

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Parametric Risk Advisors's NEE Position: Q4 2014 in Review

Parametric Risk Advisors sold out of NextEra Energy (NEE) in Q4 2014, closing a stake of 21,828 shares — an estimated $512K sold.

Parametric Risk Advisors first reported a position in NEE in Q2 2013 and held it in 6 quarters. The position peaked at $588K in Q2 2014. 1,050 funds tracked by Wall St. Rank hold NEE as of Q4 2014.

Parametric Risk Advisors reported no remaining NextEra Energy position as of Q4 2014 after selling out during the quarter.
Parametric Risk Advisors sold 21,828 NextEra Energy shares in Q4 2014, an estimated $512K.
Parametric Risk Advisors first reported a position in NextEra Energy in Q2 2013 and held it in 6 quarters.
Parametric Risk Advisors's NextEra Energy position peaked at $588K in Q2 2014.
1,050 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2014.

Based on Parametric Risk Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.