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Windsor Capital Management’s NextEra Energy NEE Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-600
Closed -$14K – 305
2015
Q3 		$14K Buy
+600
New +$15.3K 0.01% 300
2014
Q1 		– Sell
-600
Closed -$13K – 213
2013
Q4 		$13K Hold
600
– – 0.01% 304
2013
Q3 		$12K Hold
600
– – 0.01% 325
2013
Q2 		$12K Buy
+600
New +$11.9K 0.01% 315

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Windsor Capital Management's NEE Position: Q4 2015 in Review

Windsor Capital Management sold out of NextEra Energy (NEE) in Q4 2015, closing a stake of 600 shares — an estimated $14K sold.

Windsor Capital Management first reported a position in NEE in Q2 2013 and held it in 4 quarters. The position peaked at $14K in Q3 2015. 1,102 funds tracked by Wall St. Rank hold NEE as of Q4 2015.

  • Windsor Capital Management reported no remaining NextEra Energy position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 600 NextEra Energy shares in Q4 2015, an estimated $14K.
  • Windsor Capital Management first reported a position in NextEra Energy in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's NextEra Energy position peaked at $14K in Q3 2015.
  • 1,102 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.