Princeton Alpha Management’s NextEra Energy NEE Stock Holding History

Princeton Alpha Management’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
2017 Q1	–	Sell	-13,160	Closed	-$393K	–	684
2016 Q4	$393K	Sell	13,160 -9,616	-42%	-$287K	0.08%	380
2016 Q3	$696K	Buy	+22,776	New	+$718K	0.13%	256
2016 Q1	–	Sell	-10,724	Closed	-$279K	–	856
2015 Q4	$279K	Sell	10,724 -95,168	-90%	-$2.41M	0.05%	513
2015 Q3	$2.58M	Buy	+105,892	New	+$2.69M	0.53%	24
2015 Q2	–	Sell	-49,288	Closed	-$1.28M	–	834
2015 Q1	$1.28M	Buy	+49,288	New	+$1.3M	0.28%	94
2014 Q2	–	Sell	-10,748	Closed	-$257K	–	797
2014 Q1	$257K	Buy	+10,748	New	+$244K	0.08%	414

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Princeton Alpha Management's NEE Position: Q1 2017 in Review

Princeton Alpha Management sold out of NextEra Energy (NEE) in Q1 2017, closing a stake of 13,160 shares — an estimated $393K sold.

Princeton Alpha Management first reported a position in NEE in Q1 2014 and held it in 6 quarters. The position peaked at $2.58M in Q3 2015. 1,208 funds tracked by Wall St. Rank hold NEE as of Q1 2017.

Princeton Alpha Management reported no remaining NextEra Energy position as of Q1 2017 after selling out during the quarter.
Princeton Alpha Management sold 13,160 NextEra Energy shares in Q1 2017, an estimated $393K.
Princeton Alpha Management first reported a position in NextEra Energy in Q1 2014 and held it in 6 quarters.
Princeton Alpha Management's NextEra Energy position peaked at $2.58M in Q3 2015.
1,208 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2017.

Based on Princeton Alpha Management's 13F filing for Q1 2017, filed 3 May 2017.