Winifred I. Li’s NextEra Energy NEE Stock Holding History

Winifred I. Li’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 Q4	$592K	Sell	22,288 -1,348	-6%	-$34K	0.56%	58
2014 Q3	$555K	Sell	23,636 -10,076	-30%	-$243K	0.53%	62
2014 Q2	$863K	Sell	33,712 -616	-2%	-$15K	0.73%	30
2014 Q1	$821K	Sell	34,328 -260	-0.8%	-$5.89K	0.71%	36
2013 Q4	$740K	Sell	34,588 -1,092	-3%	-$23K	0.64%	49
2013 Q3	$716K	Buy	35,680 +4,416	+14%	+$91.1K	0.66%	43
2013 Q2	$636K	Buy	+31,264	New	+$620K	0.59%	53

Other funds holding NEE

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

BIT

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

BFA

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

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

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

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

Winifred I. Li's NEE Position: Q4 2014 in Review

Winifred I. Li reduced its NextEra Energy (NEE) stake by 5.7% in Q4 2014, selling an estimated $34K and leaving 22,288 shares worth $592K. The position accounts for 0.56% of the portfolio, ranked #58.

Winifred I. Li first reported a position in NEE in Q2 2013 and has held it in 7 quarters since. The position peaked at $863K in Q2 2014. 1,050 funds tracked by Wall St. Rank hold NEE as of Q4 2014.

Winifred I. Li held 22,288 shares of NextEra Energy worth $592K as of Q4 2014.
Winifred I. Li sold 1,348 NextEra Energy shares in Q4 2014, an estimated $34K.
NextEra Energy made up 0.56% of Winifred I. Li's portfolio in Q4 2014, its #58 holding.
Winifred I. Li first reported a position in NextEra Energy in Q2 2013 and has held it in 7 quarters since.
Winifred I. Li's NextEra Energy position peaked at $863K in Q2 2014.
1,050 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.