Taylor Cottrill’s NextEra Energy NEE Stock Holding History

Taylor Cottrill’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 Q4	$761K	Sell	29,300 -400	-1%	-$10.1K	0.39%	66
2015 Q3	$724K	Hold	29,700	–	–	0.39%	66
2015 Q2	$728K	Hold	29,700	–	–	0.35%	72
2015 Q1	$773K	Sell	29,700 -1,200	-4%	-$31.7K	0.37%	68
2014 Q4	$821K	Hold	30,900	–	–	0.39%	64
2014 Q3	$725K	Sell	30,900 -80	-0.3%	-$1.93K	0.35%	65
2014 Q2	$794K	Hold	30,980	–	–	0.39%	66
2014 Q1	$741K	Hold	30,980	–	–	0.38%	62
2013 Q4	$663K	Hold	30,980	–	–	0.34%	59
2013 Q3	$621K	Sell	30,980 -100	-0.3%	-$2.06K	0.35%	61
2013 Q2	$633K	Buy	+31,080	New	+$617K	0.37%	57

Other funds holding NEE

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Taylor Cottrill's NEE Position: Q4 2015 in Review

Taylor Cottrill reduced its NextEra Energy (NEE) stake by 1.3% in Q4 2015, selling an estimated $10.1K and leaving 29,300 shares worth $761K. The position accounts for 0.39% of the portfolio, ranked #66.

Taylor Cottrill first reported a position in NEE in Q2 2013 and has held it in 11 quarters since. The position peaked at $821K in Q4 2014. 1,102 funds tracked by Wall St. Rank hold NEE as of Q4 2015.

Taylor Cottrill held 29,300 shares of NextEra Energy worth $761K as of Q4 2015.
Taylor Cottrill sold 400 NextEra Energy shares in Q4 2015, an estimated $10.1K.
NextEra Energy made up 0.39% of Taylor Cottrill's portfolio in Q4 2015, its #66 holding.
Taylor Cottrill first reported a position in NextEra Energy in Q2 2013 and has held it in 11 quarters since.
Taylor Cottrill's NextEra Energy position peaked at $821K in Q4 2014.
1,102 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2015.

Based on Taylor Cottrill's 13F filing for Q4 2015, filed 5 Feb 2016.