VSR Financial Services’s NextEra Energy NEE Stock Holding History

VSR Financial Services’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	$401K	Buy	12,296 +3,540	+40%	+$106K	0.07%	314
2016 Q1	$259K	Sell	8,756 -8	-0.1%	-$225	0.03%	460
2015 Q4	$228K	Buy	+8,764	New	+$222K	0.02%	493
2014 Q3	–	Sell	-10,484	Closed	-$269K	–	607
2014 Q2	$269K	Buy	10,484 +4	+0%	+$97	0.03%	459
2014 Q1	$250K	Buy	10,480 +668	+7%	+$15.1K	0.04%	481
2013 Q4	$210K	Buy	+9,812	New	+$207K	0.03%	506

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

VSR Financial Services's NEE Position: Q2 2016 in Review

VSR Financial Services increased its NextEra Energy (NEE) stake by 40% in Q2 2016, buying an estimated $106K and bringing the position to 12,296 shares worth $401K. The position accounts for 0.07% of the portfolio, ranked #314.

VSR Financial Services first reported a position in NEE in Q4 2013 and has held it in 6 quarters since. 1,153 funds tracked by Wall St. Rank hold NEE as of Q2 2016.

VSR Financial Services held 12,296 shares of NextEra Energy worth $401K as of Q2 2016.
VSR Financial Services bought 3,540 NextEra Energy shares in Q2 2016, an estimated $106K.
NextEra Energy made up 0.07% of VSR Financial Services's portfolio in Q2 2016, its #314 holding.
VSR Financial Services first reported a position in NextEra Energy in Q4 2013 and has held it in 6 quarters since.
1,153 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.