Saybrook Capital’s NextEra Energy NEE Stock Holding History

Saybrook Capital’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
2015 Q1	–	Sell	-17,828	Closed	-$474K	–	48
2014 Q4	$474K	Hold	17,828	–	–	0.28%	41
2014 Q3	$418K	Buy	17,828 +1,828	+11%	+$44.1K	0.25%	40
2014 Q2	$410K	Hold	16,000	–	–	0.25%	41
2014 Q1	$382K	Hold	16,000	–	–	0.24%	42
2013 Q4	$342K	Hold	16,000	–	–	0.22%	44
2013 Q3	$321K	Hold	16,000	–	–	0.23%	42
2013 Q2	$326K	Buy	+16,000	New	+$317K	0.24%	43

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Saybrook Capital's NEE Position: Q1 2015 in Review

Saybrook Capital sold out of NextEra Energy (NEE) in Q1 2015, closing a stake of 17,828 shares — an estimated $474K sold.

Saybrook Capital first reported a position in NEE in Q2 2013 and held it in 7 quarters. The position peaked at $474K in Q4 2014. 1,055 funds tracked by Wall St. Rank hold NEE as of Q1 2015.

Saybrook Capital reported no remaining NextEra Energy position as of Q1 2015 after selling out during the quarter.
Saybrook Capital sold 17,828 NextEra Energy shares in Q1 2015, an estimated $474K.
Saybrook Capital first reported a position in NextEra Energy in Q2 2013 and held it in 7 quarters.
Saybrook Capital's NextEra Energy position peaked at $474K in Q4 2014.
1,055 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2015.

Based on Saybrook Capital's 13F filing for Q1 2015, filed 11 May 2015.