Fiduciary Services Corp’s NextEra Energy NEE Stock Holding History

Fiduciary Services 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
2015 Q1	$1.18M	Sell	45,440 -476	-1%	-$12.6K	0.39%	83
2014 Q4	$1.22M	Buy	45,916 +8	+0%	+$202	0.42%	76
2014 Q3	$1.08M	Sell	45,908 -1,016	-2%	-$24.5K	0.4%	82
2014 Q2	$1.2M	Buy	46,924 +2,808	+6%	+$68.3K	0.45%	75
2014 Q1	$1.05M	Buy	44,116 +888	+2%	+$20.1K	0.42%	77
2013 Q4	$925K	Buy	43,228 +3,004	+7%	+$63.3K	0.37%	79
2013 Q3	$806K	Buy	40,224 +8	+0%	+$165	0.36%	80
2013 Q2	$819K	Buy	+40,216	New	+$798K	0.36%	76

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

Fiduciary Services Corp's NEE Position: Q1 2015 in Review

Fiduciary Services Corp reduced its NextEra Energy (NEE) stake by 1% in Q1 2015, selling an estimated $12.6K and leaving 45,440 shares worth $1.18M. The position accounts for 0.39% of the portfolio, ranked #83.

Fiduciary Services Corp first reported a position in NEE in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.22M in Q4 2014. 1,054 funds tracked by Wall St. Rank hold NEE as of Q1 2015.

Fiduciary Services Corp held 45,440 shares of NextEra Energy worth $1.18M as of Q1 2015.
Fiduciary Services Corp sold 476 NextEra Energy shares in Q1 2015, an estimated $12.6K.
NextEra Energy made up 0.39% of Fiduciary Services Corp's portfolio in Q1 2015, its #83 holding.
Fiduciary Services Corp first reported a position in NextEra Energy in Q2 2013 and has held it in 8 quarters since.
Fiduciary Services Corp's NextEra Energy position peaked at $1.22M in Q4 2014.
1,054 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.