National Penn Investors Trust’s NextEra Energy NEE Stock Holding History

National Penn Investors Trust’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
2015 Q4	–	Sell	-8,476	Closed	-$207K	–	236
2015 Q3	$207K	Sell	8,476 -620	-7%	-$15.8K	0.02%	203
2015 Q2	$223K	Sell	9,096 -1,524	-14%	-$38.7K	0.02%	209
2015 Q1	$276K	Buy	10,620 +1,200	+13%	+$31.7K	0.03%	184
2014 Q4	$250K	Buy	9,420 +324	+4%	+$8.18K	0.03%	164
2014 Q3	$213K	Hold	9,096	–	–	0.03%	168
2014 Q2	$233K	Buy	9,096 +436	+5%	+$10.6K	0.03%	163
2014 Q1	$207K	Sell	8,660 -1,312	-13%	-$29.7K	0.02%	186
2013 Q4	$213K	Buy	+9,972	New	+$210K	0.02%	214
2013 Q3	–	Sell	-9,920	Closed	-$202K	–	221
2013 Q2	$202K	Buy	+9,920	New	+$197K	0.03%	202

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

BIT

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

National Penn Investors Trust's NEE Position: Q4 2015 in Review

National Penn Investors Trust sold out of NextEra Energy (NEE) in Q4 2015, closing a stake of 8,476 shares — an estimated $207K sold.

National Penn Investors Trust first reported a position in NEE in Q2 2013 and held it in 9 quarters. The position peaked at $276K in Q1 2015. 1,102 funds tracked by Wall St. Rank hold NEE as of Q4 2015.

National Penn Investors Trust reported no remaining NextEra Energy position as of Q4 2015 after selling out during the quarter.
National Penn Investors Trust sold 8,476 NextEra Energy shares in Q4 2015, an estimated $207K.
National Penn Investors Trust first reported a position in NextEra Energy in Q2 2013 and held it in 9 quarters.
National Penn Investors Trust's NextEra Energy position peaked at $276K in Q1 2015.
1,102 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2015.

Based on National Penn Investors Trust's 13F filing for Q4 2015, filed 29 Jan 2016.