LC
NEE icon

Lilley & Co’s NextEra Energy NEE Stock Holding History

Lilley & Co’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
Q2 		$630K Sell
24,600
-1,196
-5% -$29.1K 0.28% 64
2014
Q1 		$617K Sell
25,796
-120
-0.5% -$2.72K 0.28% 63
2013
Q4 		$555K Buy
25,916
+200
+0.8% +$4.22K 0.26% 67
2013
Q3 		$515K Sell
25,716
-200
-0.8% -$4.13K 0.27% 66
2013
Q2 		$528K Buy
+25,916
New +$514K 0.29% 65

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lilley & Co's NEE Position: Q2 2014 in Review

Lilley & Co reduced its NextEra Energy (NEE) stake by 4.6% in Q2 2014, selling an estimated $29.1K and leaving 24,600 shares worth $630K. The position accounts for 0.28% of the portfolio, ranked #64.

Lilley & Co first reported a position in NEE in Q2 2013 and has held it in 5 quarters since. 1,005 funds tracked by Wall St. Rank hold NEE as of Q2 2014.

  • Lilley & Co held 24,600 shares of NextEra Energy worth $630K as of Q2 2014.
  • Lilley & Co sold 1,196 NextEra Energy shares in Q2 2014, an estimated $29.1K.
  • NextEra Energy made up 0.28% of Lilley & Co's portfolio in Q2 2014, its #64 holding.
  • Lilley & Co first reported a position in NextEra Energy in Q2 2013 and has held it in 5 quarters since.
  • 1,005 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2014.

Based on Lilley & Co's 13F filing for Q2 2014, filed 14 Jul 2014.