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Prentiss Smith & Co’s NextEra Energy NEE Stock Holding History

Prentiss Smith & Co’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
2016
Q1 		– Sell
-200
Closed -$5K – 332
2015
Q4 		$5K Hold
200
– – ﹤0.01% 276
2015
Q3 		$5K Buy
+200
New +$5.09K ﹤0.01% 260

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prentiss Smith & Co's NEE Position: Q1 2016 in Review

Prentiss Smith & Co sold out of NextEra Energy (NEE) in Q1 2016, closing a stake of 200 shares — an estimated $5K sold.

Prentiss Smith & Co first reported a position in NEE in Q3 2015 and held it in 2 quarters. The position peaked at $5K in Q4 2015. 1,149 funds tracked by Wall St. Rank hold NEE as of Q1 2016.

  • Prentiss Smith & Co reported no remaining NextEra Energy position as of Q1 2016 after selling out during the quarter.
  • Prentiss Smith & Co sold 200 NextEra Energy shares in Q1 2016, an estimated $5K.
  • Prentiss Smith & Co first reported a position in NextEra Energy in Q3 2015 and held it in 2 quarters.
  • Prentiss Smith & Co's NextEra Energy position peaked at $5K in Q4 2015.
  • 1,149 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2016.

Based on Prentiss Smith & Co's 13F filing for Q1 2016, filed 2 May 2016.