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Train Babcock Advisors’s NextEra Energy NEE Stock Holding History

Train Babcock Advisors’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 		– Sell
-7,684
Closed -$204K – 138
2014
Q4 		$204K Buy
+7,684
New +$194K 0.07% 129

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 $1.56T 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 $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Train Babcock Advisors's NEE Position: Q1 2015 in Review

Train Babcock Advisors sold out of NextEra Energy (NEE) in Q1 2015, closing a stake of 7,684 shares — an estimated $204K sold.

Train Babcock Advisors first reported a position in NEE in Q4 2014 and held it in 1 quarter. The position peaked at $204K in Q4 2014. 1,054 funds tracked by Wall St. Rank hold NEE as of Q1 2015.

  • Train Babcock Advisors reported no remaining NextEra Energy position as of Q1 2015 after selling out during the quarter.
  • Train Babcock Advisors sold 7,684 NextEra Energy shares in Q1 2015, an estimated $204K.
  • Train Babcock Advisors first reported a position in NextEra Energy in Q4 2014 and held it in 1 quarter.
  • Train Babcock Advisors's NextEra Energy position peaked at $204K in Q4 2014.
  • 1,054 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2015.

Based on Train Babcock Advisors's 13F filing for Q1 2015, filed 23 Apr 2015.