Founders Bank & Trust’s NextEra Energy NEE Stock Holding History

Founders Bank & Trust’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 Q4	$32K	Hold	1,200	–	–	0.02%	206
2014 Q3	$28K	Hold	1,200	–	–	0.02%	207
2014 Q2	$31K	Hold	1,200	–	–	0.02%	199
2014 Q1	$29K	Hold	1,200	–	–	0.02%	199
2013 Q4	$27K	Hold	1,200	–	–	0.02%	216
2013 Q3	$24K	Hold	1,200	–	–	0.01%	199
2013 Q2	$24K	Buy	+1,200	New	+$23.8K	0.01%	195

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Founders Bank & Trust's NEE Position: Q4 2014 in Review

Founders Bank & Trust held its NextEra Energy (NEE) position steady in Q4 2014 at 1,200 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #206.

Founders Bank & Trust first reported a position in NEE in Q2 2013 and has held it in 7 quarters since. 1,050 funds tracked by Wall St. Rank hold NEE as of Q4 2014.

Founders Bank & Trust held 1,200 shares of NextEra Energy worth $32K as of Q4 2014.
Founders Bank & Trust left its NextEra Energy share count unchanged in Q4 2014.
NextEra Energy made up 0.02% of Founders Bank & Trust's portfolio in Q4 2014, its #206 holding.
Founders Bank & Trust first reported a position in NextEra Energy in Q2 2013 and has held it in 7 quarters since.
1,050 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.