Boston Private Bank & Trust’s NextEra Energy NEE Stock Holding History

Boston Private Bank & Trust’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	$17.5M	Buy	672,284 +124,140	+23%	+$3.27M	0.81%	37
2014 Q4	$14.6M	Buy	548,144 +14,640	+3%	+$370K	0.67%	50
2014 Q3	$12.5M	Sell	533,504 -19,120	-3%	-$462K	0.61%	55
2014 Q2	$14.2M	Buy	552,624 +13,476	+2%	+$328K	0.69%	46
2014 Q1	$12.9M	Sell	539,148 -24,752	-4%	-$561K	0.65%	53
2013 Q4	$12.1M	Sell	563,900 -76,840	-12%	-$1.62M	0.6%	57
2013 Q3	$12.8M	Sell	640,740 -19,300	-3%	-$398K	0.71%	42
2013 Q2	$13.4M	Buy	+660,040	New	+$13.1M	0.78%	36

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Private Bank & Trust's NEE Position: Q1 2015 in Review

Boston Private Bank & Trust increased its NextEra Energy (NEE) stake by 23% in Q1 2015, buying an estimated $3.27M and bringing the position to 672,284 shares worth $17.5M. The position accounts for 0.81% of the portfolio, ranked #37.

Boston Private Bank & Trust first reported a position in NEE in Q2 2013 and has held it in 8 quarters since. 1,055 funds tracked by Wall St. Rank hold NEE as of Q1 2015.

Boston Private Bank & Trust held 672,284 shares of NextEra Energy worth $17.5M as of Q1 2015.
Boston Private Bank & Trust bought 124,140 NextEra Energy shares in Q1 2015, an estimated $3.27M.
NextEra Energy made up 0.81% of Boston Private Bank & Trust's portfolio in Q1 2015, its #37 holding.
Boston Private Bank & Trust first reported a position in NextEra Energy in Q2 2013 and has held it in 8 quarters since.
1,055 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.