RFA
NEE.PRJ

Reilly Financial Advisors’s NEXTERA ENERGY CAPITAL HOLDINGS, INC. NEE.PRJ Stock Holding History

Reilly Financial Advisors’s Portfolio NEE.PRJ Stock Details NEE.PRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-17,150
Closed -$437K – 1121
2016
Q1 		$437K Sell
17,150
-78
-0.5% -$1.94K 0.07% 127
2015
Q4 		$427K Buy
17,228
+6
+0% +$144 0.08% 124
2015
Q3 		$404K Buy
17,222
+5
+0% +$118 0.07% 130
2015
Q2 		$391K Sell
17,217
-94
-0.5% -$2.24K 0.07% 132
2015
Q1 		$422K Sell
17,311
-595
-3% -$14.1K 0.07% 128
2014
Q4 		$400K Sell
17,906
-476
-3% -$10.5K 0.1% 93
2014
Q3 		$396K Buy
18,382
+507
+3% +$10.8K 0.1% 79
2014
Q2 		$389K Sell
17,875
-392
-2% -$8.28K 0.09% 77
2014
Q1 		$376K Sell
18,267
-191
-1% -$3.75K 0.09% 82
2013
Q4 		$337K Sell
18,458
-1,892
-9% -$35.4K 0.08% 86
2013
Q3 		$385K Buy
20,350
+2,200
+12% +$44.2K 0.11% 76
2013
Q2 		$410K Buy
+18,150
New +$439K 0.12% 73

Other funds holding NEE.PRJ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Reilly Financial Advisors's NEE.PRJ Position: Q2 2016 in Review

Reilly Financial Advisors sold out of NEXTERA ENERGY CAPITAL HOLDINGS, INC. (NEE.PRJ) in Q2 2016, closing a stake of 17,150 shares — an estimated $437K sold.

Reilly Financial Advisors first reported a position in NEE.PRJ in Q2 2013 and held it in 12 quarters. The position peaked at $437K in Q1 2016. 4 funds tracked by Wall St. Rank hold NEE.PRJ as of Q2 2016.

  • Reilly Financial Advisors reported no remaining NEXTERA ENERGY CAPITAL HOLDINGS, INC. position as of Q2 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 17,150 NEXTERA ENERGY CAPITAL HOLDINGS, INC. shares in Q2 2016, an estimated $437K.
  • Reilly Financial Advisors first reported a position in NEXTERA ENERGY CAPITAL HOLDINGS, INC. in Q2 2013 and held it in 12 quarters.
  • Reilly Financial Advisors's NEXTERA ENERGY CAPITAL HOLDINGS, INC. position peaked at $437K in Q1 2016.
  • 4 funds tracked by Wall St. Rank held NEXTERA ENERGY CAPITAL HOLDINGS, INC. as of Q2 2016.

Based on Reilly Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.