Pinnacle Summer Investments’s NextEra Energy NEE Stock Holding History

Pinnacle Summer Investments’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 Q4	$1K	Sell	28 -1,452	-98%	-$36.7K	﹤0.01%	738
2015 Q3	$36K	Buy	1,480 +1,060	+252%	+$27K	0.01%	534
2015 Q2	$10K	Sell	420 -860	-67%	-$21.9K	﹤0.01%	542
2015 Q1	$33K	Hold	1,280	–	–	﹤0.01%	576
2014 Q4	$34K	Hold	1,280	–	–	﹤0.01%	580
2014 Q3	$30K	Hold	1,280	–	–	﹤0.01%	613
2014 Q2	$33K	Hold	1,280	–	–	﹤0.01%	565
2014 Q1	$32K	Hold	1,280	–	–	﹤0.01%	528
2013 Q4	$27K	Hold	1,280	–	–	﹤0.01%	554
2013 Q3	$26K	Hold	1,280	–	–	﹤0.01%	518
2013 Q2	$26K	Buy	+1,280	New	+$25.4K	0.01%	465

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 $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pinnacle Summer Investments's NEE Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its NextEra Energy (NEE) stake by 98% in Q4 2015, selling an estimated $36.7K and leaving 28 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Pinnacle Summer Investments first reported a position in NEE in Q2 2013 and has held it in 11 quarters since. The position peaked at $36K in Q3 2015. 1,102 funds tracked by Wall St. Rank hold NEE as of Q4 2015.

Pinnacle Summer Investments held 28 shares of NextEra Energy worth $1K as of Q4 2015.
Pinnacle Summer Investments sold 1,452 NextEra Energy shares in Q4 2015, an estimated $36.7K.
NextEra Energy made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #738 holding.
Pinnacle Summer Investments first reported a position in NextEra Energy in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's NextEra Energy position peaked at $36K in Q3 2015.
1,102 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.