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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $462B AUM 39.16% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sterne Agee Group's NEE Position: Q1 2015 in Review

Sterne Agee Group increased its NextEra Energy (NEE) stake by 0.7% in Q1 2015, buying an estimated $28.4K and bringing the position to 155,812 shares worth $4.08M. The position accounts for 0.6% of the portfolio, ranked #44.

Sterne Agee Group first reported a position in NEE in Q2 2013 and has held it in 8 quarters since. The position peaked at $4.11M in Q4 2014. 1,055 funds tracked by Wall St. Rank hold NEE as of Q1 2015.

Sterne Agee Group held 155,812 shares of NextEra Energy worth $4.08M as of Q1 2015.
Sterne Agee Group bought 1,076 NextEra Energy shares in Q1 2015, an estimated $28.4K.
NextEra Energy made up 0.6% of Sterne Agee Group's portfolio in Q1 2015, its #44 holding.
Sterne Agee Group first reported a position in NextEra Energy in Q2 2013 and has held it in 8 quarters since.
Sterne Agee Group's NextEra Energy position peaked at $4.11M in Q4 2014.
1,055 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.