SAG
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Sterne Agee Group’s NextEra Energy NEE Stock Holding History

Sterne Agee 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
2015
Q1 		$4.08M Buy
155,812
+1,076
+0.7% +$28.4K 0.6% 44
2014
Q4 		$4.11M Buy
154,736
+14,912
+11% +$377K 0.64% 37
2014
Q3 		$3.27M Sell
139,824
-4,564
-3% -$110K 0.52% 56
2014
Q2 		$3.7M Buy
144,388
+10,052
+7% +$245K 0.62% 44
2014
Q1 		$3.21M Buy
134,336
+79,360
+144% +$1.8M 0.63% 38
2013
Q4 		$1.18M Buy
54,976
+34,812
+173% +$734K 0.39% 72
2013
Q3 		$404K Buy
20,164
+2,200
+12% +$45.4K 0.16% 147
2013
Q2 		$366K Buy
+17,964
New +$356K 0.13% 162

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 $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return