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Banyan Partners’s NextEra Energy NEE Stock Holding History

Banyan Partners’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
Q3 		$2.46M Buy
104,600
+39,484
+61% +$953K 0.21% 123
2014
Q2 		$1.67M Buy
65,116
+48,944
+303% +$1.19M 0.14% 174
2014
Q1 		$387K Buy
16,172
+748
+5% +$16.9K 0.03% 325
2013
Q4 		$330K Buy
15,424
+3,496
+29% +$73.7K 0.02% 356
2013
Q3 		$239K Buy
+11,928
New +$246K 0.02% 294

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Banyan Partners's NEE Position: Q3 2014 in Review

Banyan Partners increased its NextEra Energy (NEE) stake by 61% in Q3 2014, buying an estimated $953K and bringing the position to 104,600 shares worth $2.46M. The position accounts for 0.21% of the portfolio, ranked #123.

Banyan Partners first reported a position in NEE in Q3 2013 and has held it in 5 quarters since. 996 funds tracked by Wall St. Rank hold NEE as of Q3 2014.

  • Banyan Partners held 104,600 shares of NextEra Energy worth $2.46M as of Q3 2014.
  • Banyan Partners bought 39,484 NextEra Energy shares in Q3 2014, an estimated $953K.
  • NextEra Energy made up 0.21% of Banyan Partners's portfolio in Q3 2014, its #123 holding.
  • Banyan Partners first reported a position in NextEra Energy in Q3 2013 and has held it in 5 quarters since.
  • 996 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.