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AFT Forsyth & Company’s NextEra Energy NEE Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$4K Hold
192
– – 0.01% 296
2013
Q2 		$4K Buy
+192
New +$3.81K 0.01% 277

Other funds holding NEE

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AFT Forsyth & Company's NEE Position: Q3 2013 in Review

AFT Forsyth & Company held its NextEra Energy (NEE) position steady in Q3 2013 at 192 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #296.

AFT Forsyth & Company first reported a position in NEE in Q2 2013 and has held it in 2 quarters since. 901 funds tracked by Wall St. Rank hold NEE as of Q3 2013.

  • AFT Forsyth & Company held 192 shares of NextEra Energy worth $4K as of Q3 2013.
  • AFT Forsyth & Company left its NextEra Energy share count unchanged in Q3 2013.
  • NextEra Energy made up 0.01% of AFT Forsyth & Company's portfolio in Q3 2013, its #296 holding.
  • AFT Forsyth & Company first reported a position in NextEra Energy in Q2 2013 and has held it in 2 quarters since.
  • 901 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.