KMS Financial Services’s NextEra Energy NEE Stock Holding History

KMS Financial Services’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 Q3	$471K	Buy	20,060 +324	+2%	+$7.82K	0.07%	280
2014 Q2	$506K	Sell	19,736 -548	-3%	-$13.3K	0.07%	265
2014 Q1	$485K	Buy	20,284 +2,896	+17%	+$65.6K	0.08%	263
2013 Q4	$372K	Buy	17,388 +1,684	+11%	+$35.5K	0.06%	324
2013 Q3	$315K	Buy	15,704 +580	+4%	+$12K	0.08%	281
2013 Q2	$308K	Buy	+15,124	New	+$300K	0.09%	256

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

KMS Financial Services's NEE Position: Q3 2014 in Review

KMS Financial Services increased its NextEra Energy (NEE) stake by 1.6% in Q3 2014, buying an estimated $7.82K and bringing the position to 20,060 shares worth $471K. The position accounts for 0.07% of the portfolio, ranked #280.

KMS Financial Services first reported a position in NEE in Q2 2013 and has held it in 6 quarters since. The position peaked at $506K in Q2 2014. 996 funds tracked by Wall St. Rank hold NEE as of Q3 2014.

KMS Financial Services held 20,060 shares of NextEra Energy worth $471K as of Q3 2014.
KMS Financial Services bought 324 NextEra Energy shares in Q3 2014, an estimated $7.82K.
NextEra Energy made up 0.07% of KMS Financial Services's portfolio in Q3 2014, its #280 holding.
KMS Financial Services first reported a position in NextEra Energy in Q2 2013 and has held it in 6 quarters since.
KMS Financial Services's NextEra Energy position peaked at $506K in Q2 2014.
996 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.