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SSI Investment Management’s NextEra Energy NEE Stock Holding History

SSI Investment 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
-16,512
Closed -$353K – 425
2013
Q4 		$353K Hold
16,512
– – 0.03% 358
2013
Q3 		$331K Sell
16,512
-1,060
-6% -$21.9K 0.03% 358
2013
Q2 		$358K Buy
+17,572
New +$349K 0.04% 350

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
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

SSI Investment Management's NEE Position: Q1 2014 in Review

SSI Investment Management sold out of NextEra Energy (NEE) in Q1 2014, closing a stake of 16,512 shares — an estimated $353K sold.

SSI Investment Management first reported a position in NEE in Q2 2013 and held it in 3 quarters. The position peaked at $358K in Q2 2013. 981 funds tracked by Wall St. Rank hold NEE as of Q1 2014.

  • SSI Investment Management reported no remaining NextEra Energy position as of Q1 2014 after selling out during the quarter.
  • SSI Investment Management sold 16,512 NextEra Energy shares in Q1 2014, an estimated $353K.
  • SSI Investment Management first reported a position in NextEra Energy in Q2 2013 and held it in 3 quarters.
  • SSI Investment Management's NextEra Energy position peaked at $358K in Q2 2013.
  • 981 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2014.

Based on SSI Investment Management's 13F filing for Q1 2014, filed 9 May 2014.