Taylor Wealth Management Partners’s NextEra Energy NEE Stock Holding History

Taylor Wealth Management Partners’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 Q3	–	Sell	-900	Closed	-$22K	–	174
2015 Q2	$22K	Hold	900	–	–	0.01%	124
2015 Q1	$23K	Buy	+900	New	+$23.7K	0.01%	109

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Taylor Wealth Management Partners's NEE Position: Q3 2015 in Review

Taylor Wealth Management Partners sold out of NextEra Energy (NEE) in Q3 2015, closing a stake of 900 shares — an estimated $22K sold.

Taylor Wealth Management Partners first reported a position in NEE in Q1 2015 and held it in 2 quarters. The position peaked at $23K in Q1 2015. 1,078 funds tracked by Wall St. Rank hold NEE as of Q3 2015.

Taylor Wealth Management Partners reported no remaining NextEra Energy position as of Q3 2015 after selling out during the quarter.
Taylor Wealth Management Partners sold 900 NextEra Energy shares in Q3 2015, an estimated $22K.
Taylor Wealth Management Partners first reported a position in NextEra Energy in Q1 2015 and held it in 2 quarters.
Taylor Wealth Management Partners's NextEra Energy position peaked at $23K in Q1 2015.
1,078 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2015, filed 6 Nov 2015.