First Niagara Bank’s NextEra Energy NEE Stock Holding History

First Niagara Bank’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
2016 Q2	$4.67M	Sell	143,416 -1,100	-0.8%	-$33K	1.33%	22
2016 Q1	$4.28M	Sell	144,516 -852	-0.6%	-$23.9K	1.26%	24
2015 Q4	$3.77M	Sell	145,368 -3,508	-2%	-$88.8K	1.05%	30
2015 Q3	$3.63M	Sell	148,876 -4,688	-3%	-$119K	0.95%	31
2015 Q2	$3.76M	Sell	153,564 -9,452	-6%	-$240K	0.84%	33
2015 Q1	$4.24M	Sell	163,016 -2,884	-2%	-$76.1K	0.93%	31
2014 Q4	$4.41M	Sell	165,900 -18,596	-10%	-$470K	0.94%	30
2014 Q3	$4.33M	Sell	184,496 -3,816	-2%	-$92.1K	0.91%	32
2014 Q2	$4.83M	Sell	188,312 -1,876	-1%	-$45.6K	1%	28
2014 Q1	$4.55M	Sell	190,188 -9,712	-5%	-$220K	0.91%	31
2013 Q4	$4.28M	Sell	199,900 -2,856	-1%	-$60.2K	0.82%	35
2013 Q3	$4.06M	Sell	202,756 -5,984	-3%	-$124K	0.87%	32
2013 Q2	$4.25M	Buy	+208,740	New	+$4.14M	0.9%	31

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

First Niagara Bank's NEE Position: Q2 2016 in Review

First Niagara Bank reduced its NextEra Energy (NEE) stake by 0.76% in Q2 2016, selling an estimated $33K and leaving 143,416 shares worth $4.67M. The position accounts for 1.33% of the portfolio, ranked #22.

First Niagara Bank first reported a position in NEE in Q2 2013 and has held it in 13 quarters since. The position peaked at $4.83M in Q2 2014. 1,153 funds tracked by Wall St. Rank hold NEE as of Q2 2016.

First Niagara Bank held 143,416 shares of NextEra Energy worth $4.67M as of Q2 2016.
First Niagara Bank sold 1,100 NextEra Energy shares in Q2 2016, an estimated $33K.
NextEra Energy made up 1.33% of First Niagara Bank's portfolio in Q2 2016, its #22 holding.
First Niagara Bank first reported a position in NextEra Energy in Q2 2013 and has held it in 13 quarters since.
First Niagara Bank's NextEra Energy position peaked at $4.83M in Q2 2014.
1,153 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2016.

Based on First Niagara Bank's 13F filing for Q2 2016, filed 25 Jul 2016.