WAM
NEE.PRJ

Weatherly Asset Management’s NEXTERA ENERGY CAPITAL HOLDINGS, INC. NEE.PRJ Stock Holding History

Weatherly Asset Management’s Portfolio NEE.PRJ Stock Details NEE.PRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-8,900
Closed -$193K – 207
2014
Q2 		$193K Buy
+8,900
New +$188K 0.08% 146
2013
Q3 		– Sell
-10,000
Closed -$226K – 144
2013
Q2 		$226K Buy
+10,000
New +$242K 0.12% 121

Other funds holding NEE.PRJ

CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Weatherly Asset Management's NEE.PRJ Position: Q3 2014 in Review

Weatherly Asset Management sold out of NEXTERA ENERGY CAPITAL HOLDINGS, INC. (NEE.PRJ) in Q3 2014, closing a stake of 8,900 shares — an estimated $193K sold.

Weatherly Asset Management first reported a position in NEE.PRJ in Q2 2013 and held it in 2 quarters. The position peaked at $226K in Q2 2013. 6 funds tracked by Wall St. Rank hold NEE.PRJ as of Q3 2014.

  • Weatherly Asset Management reported no remaining NEXTERA ENERGY CAPITAL HOLDINGS, INC. position as of Q3 2014 after selling out during the quarter.
  • Weatherly Asset Management sold 8,900 NEXTERA ENERGY CAPITAL HOLDINGS, INC. shares in Q3 2014, an estimated $193K.
  • Weatherly Asset Management first reported a position in NEXTERA ENERGY CAPITAL HOLDINGS, INC. in Q2 2013 and held it in 2 quarters.
  • Weatherly Asset Management's NEXTERA ENERGY CAPITAL HOLDINGS, INC. position peaked at $226K in Q2 2013.
  • 6 funds tracked by Wall St. Rank held NEXTERA ENERGY CAPITAL HOLDINGS, INC. as of Q3 2014.

Based on Weatherly Asset Management's 13F filing for Q3 2014, filed 3 Oct 2014.