Placemark Investments’s NextEra Energy NEE Stock Holding History

Placemark 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
2014 Q4	$13.7M	Sell	515,732 -6,760	-1%	-$171K	0.24%	97
2014 Q3	$12.3M	Buy	522,492 +4,672	+0.9%	+$113K	0.23%	99
2014 Q2	$13.3M	Sell	517,820 -5,900	-1%	-$144K	0.24%	89
2014 Q1	$12.5M	Sell	523,720 -95,732	-15%	-$2.17M	0.24%	84
2013 Q4	$13.3M	Sell	619,452 -63,744	-9%	-$1.34M	0.22%	104
2013 Q3	$13.7M	Buy	683,196 +6,392	+0.9%	+$132K	0.26%	84
2013 Q2	$13.8M	Buy	+676,804	New	+$13.4M	0.3%	74

Other funds holding NEE

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Placemark Investments's NEE Position: Q4 2014 in Review

Placemark Investments reduced its NextEra Energy (NEE) stake by 1.3% in Q4 2014, selling an estimated $171K and leaving 515,732 shares worth $13.7M. The position accounts for 0.24% of the portfolio, ranked #97.

Placemark Investments first reported a position in NEE in Q2 2013 and has held it in 7 quarters since. The position peaked at $13.8M in Q2 2013. 1,049 funds tracked by Wall St. Rank hold NEE as of Q4 2014.

Placemark Investments held 515,732 shares of NextEra Energy worth $13.7M as of Q4 2014.
Placemark Investments sold 6,760 NextEra Energy shares in Q4 2014, an estimated $171K.
NextEra Energy made up 0.24% of Placemark Investments's portfolio in Q4 2014, its #97 holding.
Placemark Investments first reported a position in NextEra Energy in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's NextEra Energy position peaked at $13.8M in Q2 2013.
1,049 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.