Willow Street Advisors’s NextEra Energy NEE Stock Holding History

Willow Street 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
2013 Q4	$580K	Sell	27,100 -600	-2%	-$12.7K	0.32%	86
2013 Q3	$555K	Buy	27,700 +600	+2%	+$12.4K	0.34%	82
2013 Q2	$564K	Buy	+27,100	New	+$538K	0.36%	80

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Willow Street Advisors's NEE Position: Q4 2013 in Review

Willow Street Advisors reduced its NextEra Energy (NEE) stake by 2.2% in Q4 2013, selling an estimated $12.7K and leaving 27,100 shares worth $580K. The position accounts for 0.32% of the portfolio, ranked #86.

Willow Street Advisors first reported a position in NEE in Q2 2013 and has held it in 3 quarters since. 952 funds tracked by Wall St. Rank hold NEE as of Q4 2013.

Willow Street Advisors held 27,100 shares of NextEra Energy worth $580K as of Q4 2013.
Willow Street Advisors sold 600 NextEra Energy shares in Q4 2013, an estimated $12.7K.
NextEra Energy made up 0.32% of Willow Street Advisors's portfolio in Q4 2013, its #86 holding.
Willow Street Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 3 quarters since.
952 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.