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Windsor Financial Group’s NextEra Energy NEE Stock Holding History

Windsor Financial Group’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
Q1 		– Sell
-116,500
Closed -$2.49M – 74
2013
Q4 		$2.49M Sell
116,500
-3,600
-3% -$75.9K 1.38% 41
2013
Q3 		$2.41M Sell
120,100
-100
-0.1% -$2.06K 1.45% 37
2013
Q2 		$2.45M Buy
+120,200
New +$2.38M 1.55% 33

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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
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

Windsor Financial Group's NEE Position: Q1 2014 in Review

Windsor Financial Group sold out of NextEra Energy (NEE) in Q1 2014, closing a stake of 116,500 shares — an estimated $2.49M sold.

Windsor Financial Group first reported a position in NEE in Q2 2013 and held it in 3 quarters. The position peaked at $2.49M in Q4 2013. 980 funds tracked by Wall St. Rank hold NEE as of Q1 2014.

  • Windsor Financial Group reported no remaining NextEra Energy position as of Q1 2014 after selling out during the quarter.
  • Windsor Financial Group sold 116,500 NextEra Energy shares in Q1 2014, an estimated $2.49M.
  • Windsor Financial Group first reported a position in NextEra Energy in Q2 2013 and held it in 3 quarters.
  • Windsor Financial Group's NextEra Energy position peaked at $2.49M in Q4 2013.
  • 980 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2014.

Based on Windsor Financial Group's 13F filing for Q1 2014, filed 24 Apr 2014.