Private Capital Management (Minnesota)’s NextEra Energy NEE Stock Holding History

Private Capital Management (Minnesota)’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 Q3	$147K	Sell	4,000 -800	-17%	-$29.3K	0.17%	148
2017 Q2	$168K	Sell	4,800 -1,200	-20%	-$41K	0.19%	153
2017 Q1	$193K	Sell	6,000 -3,200	-35%	-$101K	0.21%	158
2016 Q4	$275K	Buy	+9,200	New	+$275K	0.31%	130
2016 Q1	–	Sell	-16,000	Closed	-$416K	–	188
2015 Q4	$416K	Buy	+16,000	New	+$405K	0.38%	124

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 $3.38T AUM 44.17% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Private Capital Management (Minnesota)'s NEE Position: Q3 2017 in Review

Private Capital Management (Minnesota) reduced its NextEra Energy (NEE) stake by 17% in Q3 2017, selling an estimated $29.3K and leaving 4,000 shares worth $147K. The position accounts for 0.17% of the portfolio, ranked #148.

Private Capital Management (Minnesota) first reported a position in NEE in Q4 2015 and has held it in 5 quarters since. The position peaked at $416K in Q4 2015. 1,250 funds tracked by Wall St. Rank hold NEE as of Q3 2017.

Private Capital Management (Minnesota) held 4,000 shares of NextEra Energy worth $147K as of Q3 2017.
Private Capital Management (Minnesota) sold 800 NextEra Energy shares in Q3 2017, an estimated $29.3K.
NextEra Energy made up 0.17% of Private Capital Management (Minnesota)'s portfolio in Q3 2017, its #148 holding.
Private Capital Management (Minnesota) first reported a position in NextEra Energy in Q4 2015 and has held it in 5 quarters since.
Private Capital Management (Minnesota)'s NextEra Energy position peaked at $416K in Q4 2015.
1,250 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2017.

Based on Private Capital Management (Minnesota)'s 13F filing for Q3 2017, filed 26 Oct 2017.