FirstMerit Bank N.A. Trustee’s NextEra Energy NEE Stock Holding History

FirstMerit Bank N.A. Trustee’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	$4.39M	Buy	134,648 +984	+0.7%	+$29.5K	0.35%	74
2016 Q1	$3.96M	Buy	133,664 +664	+0.5%	+$18.6K	0.33%	76
2015 Q4	$3.46M	Buy	133,000 +5,776	+5%	+$146K	0.29%	81
2015 Q3	$3.1M	Buy	127,224 +6,132	+5%	+$156K	0.28%	85
2015 Q2	$2.97M	Buy	121,092 +10,680	+10%	+$271K	0.25%	98
2015 Q1	$2.87M	Buy	110,412 +29,772	+37%	+$785K	0.23%	103
2014 Q4	$2.14M	Buy	80,640 +57,692	+251%	+$1.46M	0.18%	113
2014 Q3	$539K	Sell	22,948 -92	-0.4%	-$2.22K	0.05%	197
2014 Q2	$590K	Sell	23,040 -140	-0.6%	-$3.41K	0.05%	185
2014 Q1	$554K	Sell	23,180 -488	-2%	-$11.1K	0.05%	188
2013 Q4	$506K	Buy	23,668 +2,112	+10%	+$44.5K	0.04%	188
2013 Q3	$432K	Hold	21,556	–	–	0.04%	199
2013 Q2	$439K	Buy	+21,556	New	+$428K	0.04%	187

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

FirstMerit Bank N.A. Trustee's NEE Position: Q2 2016 in Review

FirstMerit Bank N.A. Trustee increased its NextEra Energy (NEE) stake by 0.74% in Q2 2016, buying an estimated $29.5K and bringing the position to 134,648 shares worth $4.39M. The position accounts for 0.35% of the portfolio, ranked #74.

FirstMerit Bank N.A. Trustee first reported a position in NEE in Q2 2013 and has held it in 13 quarters since. 1,152 funds tracked by Wall St. Rank hold NEE as of Q2 2016.

FirstMerit Bank N.A. Trustee held 134,648 shares of NextEra Energy worth $4.39M as of Q2 2016.
FirstMerit Bank N.A. Trustee bought 984 NextEra Energy shares in Q2 2016, an estimated $29.5K.
NextEra Energy made up 0.35% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #74 holding.
FirstMerit Bank N.A. Trustee first reported a position in NextEra Energy in Q2 2013 and has held it in 13 quarters since.
1,152 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2016.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q2 2016, filed 11 Jul 2016.