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Madison Scottsdale’s NextEra Energy NEE Stock Holding History

Madison Scottsdale’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
2013
Q3 		– Sell
-5,300
Closed -$108K – 91
2013
Q2 		$108K Buy
+5,300
New +$105K 0.11% 49

Other funds holding NEE

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Madison Scottsdale's NEE Position: Q3 2013 in Review

Madison Scottsdale sold out of NextEra Energy (NEE) in Q3 2013, closing a stake of 5,300 shares — an estimated $108K sold.

Madison Scottsdale first reported a position in NEE in Q2 2013 and held it in 1 quarter. The position peaked at $108K in Q2 2013. 901 funds tracked by Wall St. Rank hold NEE as of Q3 2013.

  • Madison Scottsdale reported no remaining NextEra Energy position as of Q3 2013 after selling out during the quarter.
  • Madison Scottsdale sold 5,300 NextEra Energy shares in Q3 2013, an estimated $108K.
  • Madison Scottsdale first reported a position in NextEra Energy in Q2 2013 and held it in 1 quarter.
  • Madison Scottsdale's NextEra Energy position peaked at $108K in Q2 2013.
  • 901 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2013.

Based on Madison Scottsdale's 13F filing for Q3 2013, filed 8 Oct 2013.