QS Batterymarch Financial Management’s NextEra Energy NEE Stock Holding History

QS Batterymarch Financial 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
2014 Q3	$8.34M	Hold	355,472	–	–	0.22%	131
2014 Q2	$9.11M	Sell	355,472 -98,120	-22%	-$2.39M	0.23%	122
2014 Q1	$10.8M	Buy	453,592 +423,072	+1,386%	+$9.59M	0.22%	124
2013 Q4	$654K	Buy	30,520 +800	+3%	+$16.9K	0.01%	680
2013 Q3	$596K	Sell	29,720 -1,600	-5%	-$33K	0.01%	693
2013 Q2	$638K	Buy	+31,320	New	+$621K	0.01%	687

Other funds holding NEE

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

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

BFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

QS Batterymarch Financial Management's NEE Position: Q3 2014 in Review

QS Batterymarch Financial Management held its NextEra Energy (NEE) position steady in Q3 2014 at 355,472 shares worth $8.34M. The position accounts for 0.22% of the portfolio, ranked #131.

QS Batterymarch Financial Management first reported a position in NEE in Q2 2013 and has held it in 6 quarters since. The position peaked at $10.8M in Q1 2014. 996 funds tracked by Wall St. Rank hold NEE as of Q3 2014.

QS Batterymarch Financial Management held 355,472 shares of NextEra Energy worth $8.34M as of Q3 2014.
QS Batterymarch Financial Management left its NextEra Energy share count unchanged in Q3 2014.
NextEra Energy made up 0.22% of QS Batterymarch Financial Management's portfolio in Q3 2014, its #131 holding.
QS Batterymarch Financial Management first reported a position in NextEra Energy in Q2 2013 and has held it in 6 quarters since.
QS Batterymarch Financial Management's NextEra Energy position peaked at $10.8M in Q1 2014.
996 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2014.

Based on QS Batterymarch Financial Management's 13F filing for Q3 2014, filed 14 Nov 2014.