Rushmore Investment Advisors’s NextEra Energy NEE Stock Holding History

Rushmore Investment Advisors’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 Q2	$346K	Buy	+17,000	New	+$337K	0.07%	166

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rushmore Investment Advisors's NEE Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in NextEra Energy (NEE) in Q2 2013: 17,000 shares worth $346K. The stake represents 0.07% of the portfolio and ranks #166 among its holdings.

881 funds tracked by Wall St. Rank hold NEE as of Q2 2013.

Rushmore Investment Advisors held 17,000 shares of NextEra Energy worth $346K as of Q2 2013.
NextEra Energy was a new Rushmore Investment Advisors position in Q2 2013.
NextEra Energy made up 0.07% of Rushmore Investment Advisors's portfolio in Q2 2013, its #166 holding.
881 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.