Cobiz Wealth’s NextEra Energy NEE Stock Holding History

Cobiz Wealth’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	–	Sell	-72	Closed	-$1K	–	279
2013 Q2	$1K	Buy	+72	New	+$1.43K	﹤0.01%	398

Other funds holding NEE

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

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

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

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

Cobiz Wealth's NEE Position: Q3 2013 in Review

Cobiz Wealth sold out of NextEra Energy (NEE) in Q3 2013, closing a stake of 72 shares — an estimated $1K sold.

Cobiz Wealth first reported a position in NEE in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 901 funds tracked by Wall St. Rank hold NEE as of Q3 2013.

Cobiz Wealth reported no remaining NextEra Energy position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 72 NextEra Energy shares in Q3 2013, an estimated $1K.
Cobiz Wealth first reported a position in NextEra Energy in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's NextEra Energy position peaked at $1K in Q2 2013.
901 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.