Parasol Investment Management’s NextEra Energy NEE Stock Holding History

Parasol Investment 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
2017 Q1	–	Sell	-1,200	Closed	-$36K	–	127
2016 Q4	$36K	Sell	1,200 -300	-20%	-$8.96K	0.04%	111
2016 Q3	$46K	Buy	1,500 +400	+36%	+$12.6K	0.05%	98
2016 Q2	$36K	Hold	1,100	–	–	0.04%	111
2016 Q1	$33K	Buy	1,100 +300	+38%	+$8.42K	0.03%	109
2015 Q4	$21K	Sell	800 -476	-37%	-$12K	0.02%	118
2015 Q3	$31K	Sell	1,276 -176	-12%	-$4.47K	0.03%	113
2015 Q2	$36K	Hold	1,452	–	–	0.02%	124
2015 Q1	$38K	Hold	1,452	–	–	0.02%	121
2014 Q4	$39K	Sell	1,452 -168	-10%	-$4.24K	0.03%	135
2014 Q3	$38K	Buy	1,620 +168	+12%	+$4.06K	0.03%	123
2014 Q2	$37K	Buy	1,452 +428	+42%	+$10.4K	0.03%	132
2014 Q1	$24K	Hold	1,024	–	–	0.02%	133
2013 Q4	$22K	Buy	+1,024	New	+$21.6K	0.01%	137

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parasol Investment Management's NEE Position: Q1 2017 in Review

Parasol Investment Management sold out of NextEra Energy (NEE) in Q1 2017, closing a stake of 1,200 shares — an estimated $36K sold.

Parasol Investment Management first reported a position in NEE in Q4 2013 and held it in 13 quarters. The position peaked at $46K in Q3 2016. 1,207 funds tracked by Wall St. Rank hold NEE as of Q1 2017.

Parasol Investment Management reported no remaining NextEra Energy position as of Q1 2017 after selling out during the quarter.
Parasol Investment Management sold 1,200 NextEra Energy shares in Q1 2017, an estimated $36K.
Parasol Investment Management first reported a position in NextEra Energy in Q4 2013 and held it in 13 quarters.
Parasol Investment Management's NextEra Energy position peaked at $46K in Q3 2016.
1,207 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.