Community Financial System’s NextEra Energy NEE Stock Holding History

Community Financial System’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	$1.31M	Sell	56,000 -3,000	-5%	-$72.4K	0.29%	71
2014 Q2	$1.51M	Sell	59,000 -800	-1%	-$19.5K	0.33%	66
2014 Q1	$1.43M	Sell	59,800 -2,000	-3%	-$45.3K	0.31%	69
2013 Q4	$1.32M	Sell	61,800 -200	-0.3%	-$4.22K	0.3%	71
2013 Q3	$1.24M	Sell	62,000 -800	-1%	-$16.5K	0.3%	73
2013 Q2	$1.28M	Buy	+62,800	New	+$1.25M	0.36%	65

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

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

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

BFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Community Financial System's NEE Position: Q3 2014 in Review

Community Financial System reduced its NextEra Energy (NEE) stake by 5.1% in Q3 2014, selling an estimated $72.4K and leaving 56,000 shares worth $1.31M. The position accounts for 0.29% of the portfolio, ranked #71.

Community Financial System first reported a position in NEE in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.51M in Q2 2014. 996 funds tracked by Wall St. Rank hold NEE as of Q3 2014.

Community Financial System held 56,000 shares of NextEra Energy worth $1.31M as of Q3 2014.
Community Financial System sold 3,000 NextEra Energy shares in Q3 2014, an estimated $72.4K.
NextEra Energy made up 0.29% of Community Financial System's portfolio in Q3 2014, its #71 holding.
Community Financial System first reported a position in NextEra Energy in Q2 2013 and has held it in 6 quarters since.
Community Financial System's NextEra Energy position peaked at $1.51M in Q2 2014.
996 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.