Tiedemann Trust’s NextEra Energy NEE Stock Holding History

Tiedemann Trust’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
2016 Q2	$5.8M	Sell	177,788 -19,080	-10%	-$573K	1.07%	24
2016 Q1	$5.82M	Sell	196,868 -86,060	-30%	-$2.42M	0.9%	25
2015 Q4	$7.35M	Buy	+282,928	New	+$7.16M	1.07%	27
2013 Q3	–	Sell	-12,800	Closed	-$260K	–	101
2013 Q2	$260K	Buy	+12,800	New	+$254K	0.04%	99

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Tiedemann Trust's NEE Position: Q2 2016 in Review

Tiedemann Trust reduced its NextEra Energy (NEE) stake by 9.7% in Q2 2016, selling an estimated $573K and leaving 177,788 shares worth $5.8M. The position accounts for 1.07% of the portfolio, ranked #24.

Tiedemann Trust first reported a position in NEE in Q2 2013 and has held it in 4 quarters since. The position peaked at $7.35M in Q4 2015. 1,152 funds tracked by Wall St. Rank hold NEE as of Q2 2016.

Tiedemann Trust held 177,788 shares of NextEra Energy worth $5.8M as of Q2 2016.
Tiedemann Trust sold 19,080 NextEra Energy shares in Q2 2016, an estimated $573K.
NextEra Energy made up 1.07% of Tiedemann Trust's portfolio in Q2 2016, its #24 holding.
Tiedemann Trust first reported a position in NextEra Energy in Q2 2013 and has held it in 4 quarters since.
Tiedemann Trust's NextEra Energy position peaked at $7.35M in Q4 2015.
1,152 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2016.

Based on Tiedemann Trust's 13F filing for Q2 2016, filed 12 Aug 2016.