Security National Bank of Sioux City Iowa’s NextEra Energy NEE Stock Holding History

Security National Bank of Sioux City Iowa’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
2014 Q1	–	Sell	-49,712	Closed	-$1.06M	–	79
2013 Q4	$1.06M	Sell	49,712 -1,496	-3%	-$31.5K	1.29%	43
2013 Q3	$1.03M	Buy	51,208 +620	+1%	+$12.8K	1.49%	32
2013 Q2	$1.03M	Buy	+50,588	New	+$1M	1.61%	25

Other funds holding NEE

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 16.26% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Security National Bank of Sioux City Iowa's NEE Position: Q1 2014 in Review

Security National Bank of Sioux City Iowa sold out of NextEra Energy (NEE) in Q1 2014, closing a stake of 49,712 shares — an estimated $1.06M sold.

Security National Bank of Sioux City Iowa first reported a position in NEE in Q2 2013 and held it in 3 quarters. The position peaked at $1.06M in Q4 2013. 981 funds tracked by Wall St. Rank hold NEE as of Q1 2014.

Security National Bank of Sioux City Iowa reported no remaining NextEra Energy position as of Q1 2014 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 49,712 NextEra Energy shares in Q1 2014, an estimated $1.06M.
Security National Bank of Sioux City Iowa first reported a position in NextEra Energy in Q2 2013 and held it in 3 quarters.
Security National Bank of Sioux City Iowa's NextEra Energy position peaked at $1.06M in Q4 2013.
981 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2014.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2014, filed 9 May 2014.