High Point Bank & Trust’s NextEra Energy NEE Stock Holding History

High Point 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
2016 Q4	$167K	Hold	5,600	–	–	0.05%	140
2016 Q3	$171K	Sell	5,600 -1,000	-15%	-$31.5K	0.05%	138
2016 Q2	$216K	Hold	6,600	–	–	0.06%	124
2016 Q1	$195K	Buy	6,600 +1,000	+18%	+$28.1K	0.05%	128
2015 Q4	$145K	Hold	5,600	–	–	0.04%	153
2015 Q3	$137K	Hold	5,600	–	–	0.04%	161
2015 Q2	$137K	Hold	5,600	–	–	0.04%	168
2015 Q1	$146K	Hold	5,600	–	–	0.04%	166
2014 Q4	$149K	Hold	5,600	–	–	0.05%	168
2014 Q3	$131K	Hold	5,600	–	–	0.04%	170
2014 Q2	$143K	Hold	5,600	–	–	0.05%	164
2014 Q1	$134K	Hold	5,600	–	–	0.04%	168
2013 Q4	$120K	Hold	5,600	–	–	0.04%	176
2013 Q3	$112K	Hold	5,600	–	–	0.04%	181
2013 Q2	$114K	Buy	+5,600	New	+$111K	0.04%	171

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

High Point Bank & Trust's NEE Position: Q4 2016 in Review

High Point Bank & Trust held its NextEra Energy (NEE) position steady in Q4 2016 at 5,600 shares worth $167K. The position accounts for 0.05% of the portfolio, ranked #140.

High Point Bank & Trust first reported a position in NEE in Q2 2013 and has held it in 15 quarters since. The position peaked at $216K in Q2 2016. 1,182 funds tracked by Wall St. Rank hold NEE as of Q4 2016.

High Point Bank & Trust held 5,600 shares of NextEra Energy worth $167K as of Q4 2016.
High Point Bank & Trust left its NextEra Energy share count unchanged in Q4 2016.
NextEra Energy made up 0.05% of High Point Bank & Trust's portfolio in Q4 2016, its #140 holding.
High Point Bank & Trust first reported a position in NextEra Energy in Q2 2013 and has held it in 15 quarters since.
High Point Bank & Trust's NextEra Energy position peaked at $216K in Q2 2016.
1,182 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.