Stanford Investment Group’s NextEra Energy NEE Stock Holding History

Stanford Investment Group’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
2017 Q1	–	Sell	-1,000	Closed	-$30K	–	181
2016 Q4	$30K	Hold	1,000	–	–	0.01%	194
2016 Q3	$31K	Hold	1,000	–	–	0.01%	207
2016 Q2	$33K	Hold	1,000	–	–	0.02%	189
2016 Q1	$30K	Hold	1,000	–	–	0.02%	196
2015 Q4	$26K	Hold	1,000	–	–	0.01%	195
2015 Q3	$24K	Hold	1,000	–	–	0.02%	204
2015 Q2	$25K	Sell	1,000 -800	-44%	-$20.3K	0.02%	208
2015 Q1	$47K	Hold	1,800	–	–	0.04%	138
2014 Q4	$48K	Buy	+1,800	New	+$45.5K	0.04%	141

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stanford Investment Group's NEE Position: Q1 2017 in Review

Stanford Investment Group sold out of NextEra Energy (NEE) in Q1 2017, closing a stake of 1,000 shares — an estimated $30K sold.

Stanford Investment Group first reported a position in NEE in Q4 2014 and held it in 9 quarters. The position peaked at $48K in Q4 2014. 1,208 funds tracked by Wall St. Rank hold NEE as of Q1 2017.

Stanford Investment Group reported no remaining NextEra Energy position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 1,000 NextEra Energy shares in Q1 2017, an estimated $30K.
Stanford Investment Group first reported a position in NextEra Energy in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's NextEra Energy position peaked at $48K in Q4 2014.
1,208 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.