W.R. Huff Asset Management’s NextEra Energy NEE Stock Holding History

W.R. Huff Asset Management’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 Q4	$1.23M	Sell	41,280 -80	-0.2%	-$2.39K	1.06%	33
2016 Q3	$1.26M	Sell	41,360 -27,100	-40%	-$854K	1%	29
2016 Q2	$2.23M	Buy	68,460 +18,880	+38%	+$567K	1.87%	21
2016 Q1	$1.47M	Hold	49,580	–	–	1.35%	21
2015 Q4	$1.29M	Hold	49,580	–	–	1.16%	20
2015 Q3	$1.21M	Hold	49,580	–	–	1.11%	21
2015 Q2	$1.22M	Hold	49,580	–	–	0.97%	20
2015 Q1	$1.29M	Sell	49,580 -5,580	-10%	-$147K	1.13%	23
2014 Q4	$1.47M	Buy	+55,160	New	+$1.39M	1.14%	20

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

W.R. Huff Asset Management's NEE Position: Q4 2016 in Review

W.R. Huff Asset Management reduced its NextEra Energy (NEE) stake by 0.19% in Q4 2016, selling an estimated $2.39K and leaving 41,280 shares worth $1.23M. The position accounts for 1.06% of the portfolio, ranked #33.

W.R. Huff Asset Management first reported a position in NEE in Q4 2014 and has held it in 9 quarters since. The position peaked at $2.23M in Q2 2016. 1,182 funds tracked by Wall St. Rank hold NEE as of Q4 2016.

W.R. Huff Asset Management held 41,280 shares of NextEra Energy worth $1.23M as of Q4 2016.
W.R. Huff Asset Management sold 80 NextEra Energy shares in Q4 2016, an estimated $2.39K.
NextEra Energy made up 1.06% of W.R. Huff Asset Management's portfolio in Q4 2016, its #33 holding.
W.R. Huff Asset Management first reported a position in NextEra Energy in Q4 2014 and has held it in 9 quarters since.
W.R. Huff Asset Management's NextEra Energy position peaked at $2.23M in Q2 2016.
1,182 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2016.

Based on W.R. Huff Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.