Winton Capital Management’s NextEra Energy NEE Stock Holding History

Winton 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
2014 Q1	$27.3M	Sell	1,142,032 -610,544	-35%	-$13.8M	0.19%	216
2013 Q4	$37.5M	Sell	1,752,576 -228,452	-12%	-$4.82M	0.34%	107
2013 Q3	$39.7M	Sell	1,981,028 -657,996	-25%	-$13.6M	0.48%	49
2013 Q2	$53.8M	Buy	+2,639,024	New	+$52.4M	0.65%	18

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 16.26% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Winton Capital Management's NEE Position: Q1 2014 in Review

Winton Capital Management reduced its NextEra Energy (NEE) stake by 35% in Q1 2014, selling an estimated $13.8M and leaving 1,142,032 shares worth $27.3M. The position accounts for 0.19% of the portfolio, ranked #216.

Winton Capital Management first reported a position in NEE in Q2 2013 and has held it in 4 quarters since. The position peaked at $53.8M in Q2 2013. 981 funds tracked by Wall St. Rank hold NEE as of Q1 2014.

Winton Capital Management held 1,142,032 shares of NextEra Energy worth $27.3M as of Q1 2014.
Winton Capital Management sold 610,544 NextEra Energy shares in Q1 2014, an estimated $13.8M.
NextEra Energy made up 0.19% of Winton Capital Management's portfolio in Q1 2014, its #216 holding.
Winton Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 4 quarters since.
Winton Capital Management's NextEra Energy position peaked at $53.8M in Q2 2013.
981 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.