Independence Trust’s NextEra Energy NEE Stock Holding History

Independence 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
2017 Q4	$333K	Sell	8,528 -140	-2%	-$5.41K	0.37%	46
2017 Q3	$318K	Sell	8,668 -296	-3%	-$10.8K	0.36%	47
2017 Q2	$314K	Sell	8,964 -304	-3%	-$10.4K	0.37%	47
2017 Q1	$297K	Sell	9,268 -656	-7%	-$20.6K	0.38%	50
2016 Q4	$296K	Buy	9,924 +520	+6%	+$15.5K	0.41%	55
2016 Q3	$288K	Sell	9,404 -2,216	-19%	-$69.8K	0.47%	40
2016 Q2	$379K	Hold	11,620	–	–	0.58%	34
2016 Q1	$344K	Buy	11,620 +884	+8%	+$24.8K	0.54%	37
2015 Q4	$279K	Hold	10,736	–	–	0.36%	56
2015 Q3	$262K	Buy	+10,736	New	+$273K	0.27%	77

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Independence Trust's NEE Position: Q4 2017 in Review

Independence Trust reduced its NextEra Energy (NEE) stake by 1.6% in Q4 2017, selling an estimated $5.41K and leaving 8,528 shares worth $333K. The position accounts for 0.37% of the portfolio, ranked #46.

Independence Trust first reported a position in NEE in Q3 2015 and has held it in 10 quarters since. The position peaked at $379K in Q2 2016. 1,383 funds tracked by Wall St. Rank hold NEE as of Q4 2017.

Independence Trust held 8,528 shares of NextEra Energy worth $333K as of Q4 2017.
Independence Trust sold 140 NextEra Energy shares in Q4 2017, an estimated $5.41K.
NextEra Energy made up 0.37% of Independence Trust's portfolio in Q4 2017, its #46 holding.
Independence Trust first reported a position in NextEra Energy in Q3 2015 and has held it in 10 quarters since.
Independence Trust's NextEra Energy position peaked at $379K in Q2 2016.
1,383 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.