Robert N. Shapiro’s NextEra Energy NEE Stock Holding History

Robert N. Shapiro’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 Q4	$5.13M	Sell	193,112 -4,732	-2%	-$119K	1.02%	22
2014 Q3	$4.64M	Sell	197,844 -18,700	-9%	-$452K	0.88%	26
2014 Q2	$5.55M	Sell	216,544 -25,816	-11%	-$628K	1.05%	21
2014 Q1	$5.79M	Sell	242,360 -24,944	-9%	-$565K	1.07%	20
2013 Q4	$5.72M	Sell	267,304 -30,104	-10%	-$635K	1.02%	22
2013 Q3	$5.96M	Buy	297,408 +61,680	+26%	+$1.27M	1.05%	20
2013 Q2	$4.8M	Buy	+235,728	New	+$4.68M	1.01%	20

Other funds holding NEE

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Robert N. Shapiro's NEE Position: Q4 2014 in Review

Robert N. Shapiro reduced its NextEra Energy (NEE) stake by 2.4% in Q4 2014, selling an estimated $119K and leaving 193,112 shares worth $5.13M. The position accounts for 1.02% of the portfolio, ranked #22.

Robert N. Shapiro first reported a position in NEE in Q2 2013 and has held it in 7 quarters since. The position peaked at $5.96M in Q3 2013. 1,049 funds tracked by Wall St. Rank hold NEE as of Q4 2014.

Robert N. Shapiro held 193,112 shares of NextEra Energy worth $5.13M as of Q4 2014.
Robert N. Shapiro sold 4,732 NextEra Energy shares in Q4 2014, an estimated $119K.
NextEra Energy made up 1.02% of Robert N. Shapiro's portfolio in Q4 2014, its #22 holding.
Robert N. Shapiro first reported a position in NextEra Energy in Q2 2013 and has held it in 7 quarters since.
Robert N. Shapiro's NextEra Energy position peaked at $5.96M in Q3 2013.
1,049 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.