Wilson Kemp & Associates’s NextEra Energy NEE Stock Holding History

Wilson Kemp & Associates’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
2014 Q3	$221K	Sell	9,400 -5,600	-37%	-$135K	2.02%	24
2014 Q2	$384K	Sell	15,000 -16,000	-52%	-$389K	1.38%	31
2014 Q1	$741K	Hold	31,000	–	–	1.93%	16
2013 Q4	$664K	Buy	31,000 +5,600	+22%	+$118K	1.27%	26
2013 Q3	$509K	Sell	25,400 -15,168	-37%	-$313K	1.12%	30
2013 Q2	$826K	Buy	+40,568	New	+$805K	0.79%	40

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

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

BIT

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Wilson Kemp & Associates's NEE Position: Q3 2014 in Review

Wilson Kemp & Associates reduced its NextEra Energy (NEE) stake by 37% in Q3 2014, selling an estimated $135K and leaving 9,400 shares worth $221K. The position accounts for 2.02% of the portfolio, ranked #24.

Wilson Kemp & Associates first reported a position in NEE in Q2 2013 and has held it in 6 quarters since. The position peaked at $826K in Q2 2013. 997 funds tracked by Wall St. Rank hold NEE as of Q3 2014.

Wilson Kemp & Associates held 9,400 shares of NextEra Energy worth $221K as of Q3 2014.
Wilson Kemp & Associates sold 5,600 NextEra Energy shares in Q3 2014, an estimated $135K.
NextEra Energy made up 2.02% of Wilson Kemp & Associates's portfolio in Q3 2014, its #24 holding.
Wilson Kemp & Associates first reported a position in NextEra Energy in Q2 2013 and has held it in 6 quarters since.
Wilson Kemp & Associates's NextEra Energy position peaked at $826K in Q2 2013.
997 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2014.

Based on Wilson Kemp & Associates's 13F filing for Q3 2014, filed 20 Oct 2014.