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Banced Corp’s NextEra Energy NEE Stock Holding History

Banced Corp’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
Q1 		– Sell
-9,864
Closed -$211K – 206
2013
Q4 		$211K Sell
9,864
-3,488
-26% -$73.5K 0.21% 170
2013
Q3 		$267K Sell
13,352
-34,200
-72% -$706K 0.27% 153
2013
Q2 		$969K Buy
+47,552
New +$943K 1% 27

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
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
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
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

Banced Corp's NEE Position: Q1 2014 in Review

Banced Corp sold out of NextEra Energy (NEE) in Q1 2014, closing a stake of 9,864 shares — an estimated $211K sold.

Banced Corp first reported a position in NEE in Q2 2013 and held it in 3 quarters. The position peaked at $969K in Q2 2013. 980 funds tracked by Wall St. Rank hold NEE as of Q1 2014.

  • Banced Corp reported no remaining NextEra Energy position as of Q1 2014 after selling out during the quarter.
  • Banced Corp sold 9,864 NextEra Energy shares in Q1 2014, an estimated $211K.
  • Banced Corp first reported a position in NextEra Energy in Q2 2013 and held it in 3 quarters.
  • Banced Corp's NextEra Energy position peaked at $969K in Q2 2013.
  • 980 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2014.

Based on Banced Corp's 13F filing for Q1 2014, filed 14 Apr 2014.