Woodley Farra Manion Portfolio Management’s NEXTERA ENERGY CAPITAL HOLDINGS, INC. NEE.PRJ Stock Holding History

Woodley Farra Manion Portfolio Management’s Portfolio NEE.PRJ Stock Details NEE.PRJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-24,024	Closed	-$582K	–	88
2017 Q4	$582K	Buy	24,024 +154	+0.6%	+$3.88K	0.06%	63
2017 Q3	$601K	Buy	+23,870	New	+$602K	0.07%	67

Other funds holding NEE.PRJ

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Plimoth Trust Plymouth, Massachusetts $501M AUM 35.9% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Woodley Farra Manion Portfolio Management's NEE.PRJ Position: Q1 2018 in Review

Woodley Farra Manion Portfolio Management sold out of NEXTERA ENERGY CAPITAL HOLDINGS, INC. (NEE.PRJ) in Q1 2018, closing a stake of 24,024 shares — an estimated $582K sold.

Woodley Farra Manion Portfolio Management first reported a position in NEE.PRJ in Q3 2017 and held it in 2 quarters. The position peaked at $601K in Q3 2017. 4 funds tracked by Wall St. Rank hold NEE.PRJ as of Q1 2018.

Woodley Farra Manion Portfolio Management reported no remaining NEXTERA ENERGY CAPITAL HOLDINGS, INC. position as of Q1 2018 after selling out during the quarter.
Woodley Farra Manion Portfolio Management sold 24,024 NEXTERA ENERGY CAPITAL HOLDINGS, INC. shares in Q1 2018, an estimated $582K.
Woodley Farra Manion Portfolio Management first reported a position in NEXTERA ENERGY CAPITAL HOLDINGS, INC. in Q3 2017 and held it in 2 quarters.
Woodley Farra Manion Portfolio Management's NEXTERA ENERGY CAPITAL HOLDINGS, INC. position peaked at $601K in Q3 2017.
4 funds tracked by Wall St. Rank held NEXTERA ENERGY CAPITAL HOLDINGS, INC. as of Q1 2018.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2018, filed 14 May 2018.