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Fiera Capital’s NextEra Energy NEE Stock Holding History

Fiera Capital’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 		$4.48M Sell
223,752
-15,400
-6% -$318K 0.29% 50
2013
Q2 		$4.87M Buy
+239,152
New +$4.74M 0.35% 50

Other funds holding NEE

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
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

Fiera Capital's NEE Position: Q3 2013 in Review

Fiera Capital reduced its NextEra Energy (NEE) stake by 6.4% in Q3 2013, selling an estimated $318K and leaving 223,752 shares worth $4.48M. The position accounts for 0.29% of the portfolio, ranked #50.

Fiera Capital first reported a position in NEE in Q2 2013 and has held it in 2 quarters since. The position peaked at $4.87M in Q2 2013. 901 funds tracked by Wall St. Rank hold NEE as of Q3 2013.

  • Fiera Capital held 223,752 shares of NextEra Energy worth $4.48M as of Q3 2013.
  • Fiera Capital sold 15,400 NextEra Energy shares in Q3 2013, an estimated $318K.
  • NextEra Energy made up 0.29% of Fiera Capital's portfolio in Q3 2013, its #50 holding.
  • Fiera Capital first reported a position in NextEra Energy in Q2 2013 and has held it in 2 quarters since.
  • Fiera Capital's NextEra Energy position peaked at $4.87M in Q2 2013.
  • 901 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2013.

Based on Fiera Capital's 13F filing for Q3 2013, filed 14 Nov 2013.