Sage Capital Management (Florida)’s NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) NEE.PRO Stock Holding History

Sage Capital Management (Florida)’s Portfolio NEE.PRO Stock Details NEE.PRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-17,000	Closed	-$963K	–	33
2013 Q4	$963K	Hold	17,000	–	–	1.03%	34
2013 Q3	$927K	Sell	17,000 -10,000	-37%	-$560K	0.89%	39
2013 Q2	$1.5M	Buy	+27,000	New	+$1.5M	1.56%	30

Other funds holding NEE.PRO

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Capital Management (Florida)'s NEE.PRO Position: Q1 2014 in Review

Sage Capital Management (Florida) sold out of NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) (NEE.PRO) in Q1 2014, closing a stake of 17,000 shares — an estimated $963K sold.

Sage Capital Management (Florida) first reported a position in NEE.PRO in Q2 2013 and held it in 3 quarters. The position peaked at $1.5M in Q2 2013. 53 funds tracked by Wall St. Rank hold NEE.PRO as of Q1 2014.

Sage Capital Management (Florida) reported no remaining NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) position as of Q1 2014 after selling out during the quarter.
Sage Capital Management (Florida) sold 17,000 NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) shares in Q1 2014, an estimated $963K.
Sage Capital Management (Florida) first reported a position in NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) in Q2 2013 and held it in 3 quarters.
Sage Capital Management (Florida)'s NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) position peaked at $1.5M in Q2 2013.
53 funds tracked by Wall St. Rank held NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) as of Q1 2014.

Based on Sage Capital Management (Florida)'s 13F filing for Q1 2014, filed 6 May 2014.