Pier 88 Investment Partners’s NextEra Energy, Inc. NEE.PRQ Stock Holding History

Pier 88 Investment Partners’s Portfolio NEE.PRQ Stock Details NEE.PRQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-54,850	Closed	-$3.99M	–	124
2018 Q1	$3.99M	Sell	54,850 -45,000	-45%	-$3.1M	1.91%	21
2017 Q4	$6.96M	Hold	99,850	–	–	2.6%	16
2017 Q3	$6.6M	Sell	99,850 -62,900	-39%	-$4.17M	2.56%	17
2017 Q2	$10.4M	Hold	162,750	–	–	4.23%	5
2017 Q1	$9.68M	Buy	162,750 +74,500	+84%	+$4.41M	3.98%	7
2016 Q4	$5.08M	Buy	+88,250	New	+$5.12M	2.93%	12

Other funds holding NEE.PRQ

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Equitec Specialists Chicago, Illinois $708K AUM 25.27% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Pier 88 Investment Partners's NEE.PRQ Position: Q2 2018 in Review

Pier 88 Investment Partners sold out of NextEra Energy, Inc. (NEE.PRQ) in Q2 2018, closing a stake of 54,850 shares — an estimated $3.99M sold.

Pier 88 Investment Partners first reported a position in NEE.PRQ in Q4 2016 and held it in 6 quarters. The position peaked at $10.4M in Q2 2017. 37 funds tracked by Wall St. Rank hold NEE.PRQ as of Q2 2018.

Pier 88 Investment Partners reported no remaining NextEra Energy, Inc. position as of Q2 2018 after selling out during the quarter.
Pier 88 Investment Partners sold 54,850 NextEra Energy, Inc. shares in Q2 2018, an estimated $3.99M.
Pier 88 Investment Partners first reported a position in NextEra Energy, Inc. in Q4 2016 and held it in 6 quarters.
Pier 88 Investment Partners's NextEra Energy, Inc. position peaked at $10.4M in Q2 2017.
37 funds tracked by Wall St. Rank held NextEra Energy, Inc. as of Q2 2018.

Based on Pier 88 Investment Partners's 13F filing for Q2 2018, filed 25 Jul 2018.