Wood Asset Management’s NextEra Energy NEE Stock Holding History

Wood Asset 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 Q4	–	Sell	-89,908	Closed	-$2.11M	–	50
2014 Q3	$2.11M	Sell	89,908 -4,328	-5%	-$105K	0.78%	39
2014 Q2	$2.41M	Sell	94,236 -12,916	-12%	-$314K	0.82%	43
2014 Q1	$2.56M	Sell	107,152 -18,508	-15%	-$419K	0.82%	49
2013 Q4	$2.69M	Sell	125,660 -15,520	-11%	-$327K	0.77%	50
2013 Q3	$2.83M	Sell	141,180 -9,728	-6%	-$201K	0.81%	49
2013 Q2	$3.07M	Buy	+150,908	New	+$2.99M	0.82%	49

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

Wood Asset Management's NEE Position: Q4 2014 in Review

Wood Asset Management sold out of NextEra Energy (NEE) in Q4 2014, closing a stake of 89,908 shares — an estimated $2.11M sold.

Wood Asset Management first reported a position in NEE in Q2 2013 and held it in 6 quarters. The position peaked at $3.07M in Q2 2013. 1,050 funds tracked by Wall St. Rank hold NEE as of Q4 2014.

Wood Asset Management reported no remaining NextEra Energy position as of Q4 2014 after selling out during the quarter.
Wood Asset Management sold 89,908 NextEra Energy shares in Q4 2014, an estimated $2.11M.
Wood Asset Management first reported a position in NextEra Energy in Q2 2013 and held it in 6 quarters.
Wood Asset Management's NextEra Energy position peaked at $3.07M in Q2 2013.
1,050 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2014.

Based on Wood Asset Management's 13F filing for Q4 2014, filed 13 Jan 2015.