AmeriServ Wealth Advisors’s NextEra Energy NEE Stock Holding History

AmeriServ Wealth Advisors’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 Q3	–	Sell	-1,600	Closed	-$39K	–	124
2015 Q2	$39K	Buy	+1,600	New	+$40.7K	0.05%	102

Other funds holding NEE

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AmeriServ Wealth Advisors's NEE Position: Q3 2015 in Review

AmeriServ Wealth Advisors sold out of NextEra Energy (NEE) in Q3 2015, closing a stake of 1,600 shares — an estimated $39K sold.

AmeriServ Wealth Advisors first reported a position in NEE in Q2 2015 and held it in 1 quarter. The position peaked at $39K in Q2 2015. 1,078 funds tracked by Wall St. Rank hold NEE as of Q3 2015.

AmeriServ Wealth Advisors reported no remaining NextEra Energy position as of Q3 2015 after selling out during the quarter.
AmeriServ Wealth Advisors sold 1,600 NextEra Energy shares in Q3 2015, an estimated $39K.
AmeriServ Wealth Advisors first reported a position in NextEra Energy in Q2 2015 and held it in 1 quarter.
AmeriServ Wealth Advisors's NextEra Energy position peaked at $39K in Q2 2015.
1,078 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2015.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.