Quotient Investors’s NextEra Energy NEE Stock Holding History

Quotient Investors’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	$525K	Buy	+14,336	New	+$525K	0.36%	93
2016 Q3	–	Sell	-8,768	Closed	-$286K	–	194
2016 Q2	$286K	Sell	8,768 -8,044	-48%	-$242K	0.14%	179
2016 Q1	$497K	Sell	16,812 -48	-0.3%	-$1.35K	0.18%	136
2015 Q4	$438K	Sell	16,860 -20,716	-55%	-$524K	0.17%	135
2015 Q3	$916K	Sell	37,576 -7,240	-16%	-$184K	0.2%	96
2015 Q2	$1.1M	Sell	44,816 -22,000	-33%	-$559K	0.15%	119
2015 Q1	$1.74M	Buy	66,816 +25,200	+61%	+$665K	0.23%	95
2014 Q4	$1.11M	Hold	41,616	–	–	0.23%	105
2014 Q3	$977K	Hold	41,616	–	–	0.21%	114
2014 Q2	$1.07M	Buy	41,616 +21,880	+111%	+$532K	0.23%	137
2014 Q1	$472K	Hold	19,736	–	–	0.11%	182
2013 Q4	$422K	Sell	19,736 -68,668	-78%	-$1.45M	0.1%	183
2013 Q3	$1.77M	Hold	88,404	–	–	0.46%	73
2013 Q2	$1.8M	Buy	+88,404	New	+$1.75M	0.51%	65

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

Quotient Investors's NEE Position: Q3 2017 in Review

Quotient Investors opened a new position in NextEra Energy (NEE) in Q3 2017: 14,336 shares worth $525K. The stake represents 0.36% of the portfolio and ranks #93 among its holdings. This is a return to the name: Quotient Investors previously reported a position in NEE as recently as Q2 2016.

Quotient Investors first reported a position in NEE in Q2 2013 and has held it in 14 quarters since. The position peaked at $1.8M in Q2 2013. 1,249 funds tracked by Wall St. Rank hold NEE as of Q3 2017.

Quotient Investors held 14,336 shares of NextEra Energy worth $525K as of Q3 2017.
NextEra Energy was a new Quotient Investors position in Q3 2017.
NextEra Energy made up 0.36% of Quotient Investors's portfolio in Q3 2017, its #93 holding.
Quotient Investors first reported a position in NextEra Energy in Q2 2013 and has held it in 14 quarters since.
Quotient Investors's NextEra Energy position peaked at $1.8M in Q2 2013.
1,249 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2017.

Based on Quotient Investors's 13F filing for Q3 2017, filed 18 Oct 2017.