PFS
NEE icon

Penseco Financial Services’s NextEra Energy NEE Stock Holding History

Penseco Financial Services’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 		$1.15M Buy
57,312
+300
+0.5% +$6.19K 0.82% 34
2013
Q2 		$1.16M Buy
+57,012
New +$1.13M 0.88% 31

Other funds holding NEE

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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

Penseco Financial Services's NEE Position: Q3 2013 in Review

Penseco Financial Services increased its NextEra Energy (NEE) stake by 0.53% in Q3 2013, buying an estimated $6.19K and bringing the position to 57,312 shares worth $1.15M. The position accounts for 0.82% of the portfolio, ranked #34.

Penseco Financial Services first reported a position in NEE in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.16M in Q2 2013. 901 funds tracked by Wall St. Rank hold NEE as of Q3 2013.

  • Penseco Financial Services held 57,312 shares of NextEra Energy worth $1.15M as of Q3 2013.
  • Penseco Financial Services bought 300 NextEra Energy shares in Q3 2013, an estimated $6.19K.
  • NextEra Energy made up 0.82% of Penseco Financial Services's portfolio in Q3 2013, its #34 holding.
  • Penseco Financial Services first reported a position in NextEra Energy in Q2 2013 and has held it in 2 quarters since.
  • Penseco Financial Services's NextEra Energy position peaked at $1.16M in Q2 2013.
  • 901 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2013.

Based on Penseco Financial Services's 13F filing for Q3 2013, filed 4 Oct 2013.