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Peachtree Investment Advisors’s NextEra Energy NEE Stock Holding History

Peachtree Investment 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
2015
Q3 		– Sell
-2,400
Closed -$59K – 205
2015
Q2 		$59K Sell
2,400
-2,400
-50% -$61K 0.04% 180
2015
Q1 		$125K Hold
4,800
– – 0.09% 150
2014
Q4 		$128K Hold
4,800
– – 0.09% 165
2014
Q3 		$113K Buy
+4,800
New +$116K 0.08% 164

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 $782M AUM 33.6% 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

Peachtree Investment Advisors's NEE Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of NextEra Energy (NEE) in Q3 2015, closing a stake of 2,400 shares — an estimated $59K sold.

Peachtree Investment Advisors first reported a position in NEE in Q3 2014 and held it in 4 quarters. The position peaked at $128K in Q4 2014. 1,078 funds tracked by Wall St. Rank hold NEE as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining NextEra Energy position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 2,400 NextEra Energy shares in Q3 2015, an estimated $59K.
  • Peachtree Investment Advisors first reported a position in NextEra Energy in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's NextEra Energy position peaked at $128K in Q4 2014.
  • 1,078 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.