Smith & Howard Wealth Management’s NextEra Energy NEE Stock Holding History

Smith & Howard Wealth Management’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 Q1	–	Sell	-1,732	Closed	-$37K	–	157
2013 Q4	$37K	Buy	1,732 +692	+67%	+$14.6K	0.02%	120
2013 Q3	$21K	Hold	1,040	–	–	0.01%	151
2013 Q2	$21K	Buy	+1,040	New	+$20.6K	0.01%	127

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Smith & Howard Wealth Management's NEE Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of NextEra Energy (NEE) in Q1 2014, closing a stake of 1,732 shares — an estimated $37K sold.

Smith & Howard Wealth Management first reported a position in NEE in Q2 2013 and held it in 3 quarters. The position peaked at $37K in Q4 2013. 981 funds tracked by Wall St. Rank hold NEE as of Q1 2014.

Smith & Howard Wealth Management reported no remaining NextEra Energy position as of Q1 2014 after selling out during the quarter.
Smith & Howard Wealth Management sold 1,732 NextEra Energy shares in Q1 2014, an estimated $37K.
Smith & Howard Wealth Management first reported a position in NextEra Energy in Q2 2013 and held it in 3 quarters.
Smith & Howard Wealth Management's NextEra Energy position peaked at $37K in Q4 2013.
981 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.