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Zuckerman Investment Group’s NextEra Energy NEE Stock Holding History

Zuckerman Investment 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
2015
Q1 		– Sell
-8,000
Closed -$213K – 60
2014
Q4 		$213K Buy
+8,000
New +$202K 0.05% 55
2014
Q3 		– Sell
-8,000
Closed -$205K – 63
2014
Q2 		$205K Buy
+8,000
New +$195K 0.04% 45

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zuckerman Investment Group's NEE Position: Q1 2015 in Review

Zuckerman Investment Group sold out of NextEra Energy (NEE) in Q1 2015, closing a stake of 8,000 shares — an estimated $213K sold.

Zuckerman Investment Group first reported a position in NEE in Q2 2014 and held it in 2 quarters. The position peaked at $213K in Q4 2014. 1,054 funds tracked by Wall St. Rank hold NEE as of Q1 2015.

  • Zuckerman Investment Group reported no remaining NextEra Energy position as of Q1 2015 after selling out during the quarter.
  • Zuckerman Investment Group sold 8,000 NextEra Energy shares in Q1 2015, an estimated $213K.
  • Zuckerman Investment Group first reported a position in NextEra Energy in Q2 2014 and held it in 2 quarters.
  • Zuckerman Investment Group's NextEra Energy position peaked at $213K in Q4 2014.
  • 1,054 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2015.

Based on Zuckerman Investment Group's 13F filing for Q1 2015, filed 13 May 2015.