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Merit Investment Management’s NextEra Energy NEE Stock Holding History

Merit Investment Management’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
Q4 		– Sell
-18,912
Closed -$379K – 45
2013
Q3 		$379K Hold
18,912
– – 0.46% 35
2013
Q2 		$385K Buy
+18,912
New +$375K 0.35% 43

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Merit Investment Management's NEE Position: Q4 2013 in Review

Merit Investment Management sold out of NextEra Energy (NEE) in Q4 2013, closing a stake of 18,912 shares — an estimated $379K sold.

Merit Investment Management first reported a position in NEE in Q2 2013 and held it in 2 quarters. The position peaked at $385K in Q2 2013. 953 funds tracked by Wall St. Rank hold NEE as of Q4 2013.

  • Merit Investment Management reported no remaining NextEra Energy position as of Q4 2013 after selling out during the quarter.
  • Merit Investment Management sold 18,912 NextEra Energy shares in Q4 2013, an estimated $379K.
  • Merit Investment Management first reported a position in NextEra Energy in Q2 2013 and held it in 2 quarters.
  • Merit Investment Management's NextEra Energy position peaked at $385K in Q2 2013.
  • 953 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.