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Missouri Valley Partners’s NextEra Energy NEE Stock Holding History

Missouri Valley Partners’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 		$1.83M Sell
91,384
-5,800
-6% -$120K 0.69% 57
2013
Q2 		$1.98M Buy
+97,184
New +$1.93M 0.76% 53

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BIT
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Wells Fargo
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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

Missouri Valley Partners's NEE Position: Q3 2013 in Review

Missouri Valley Partners reduced its NextEra Energy (NEE) stake by 6% in Q3 2013, selling an estimated $120K and leaving 91,384 shares worth $1.83M. The position accounts for 0.69% of the portfolio, ranked #57.

Missouri Valley Partners first reported a position in NEE in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.98M in Q2 2013. 901 funds tracked by Wall St. Rank hold NEE as of Q3 2013.

  • Missouri Valley Partners held 91,384 shares of NextEra Energy worth $1.83M as of Q3 2013.
  • Missouri Valley Partners sold 5,800 NextEra Energy shares in Q3 2013, an estimated $120K.
  • NextEra Energy made up 0.69% of Missouri Valley Partners's portfolio in Q3 2013, its #57 holding.
  • Missouri Valley Partners first reported a position in NextEra Energy in Q2 2013 and has held it in 2 quarters since.
  • Missouri Valley Partners's NextEra Energy position peaked at $1.98M in Q2 2013.
  • 901 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2013.

Based on Missouri Valley Partners's 13F filing for Q3 2013, filed 13 Nov 2013.