Security National Bank of So Dak’s NextEra Energy NEE Stock Holding History

Security National Bank of So Dak’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	-28,240	Closed	-$604K	–	69
2013 Q4	$604K	Sell	28,240 -460	-2%	-$9.7K	1.01%	49
2013 Q3	$576K	Sell	28,700 -1,420	-5%	-$29.3K	1.06%	48
2013 Q2	$613K	Buy	+30,120	New	+$598K	1.05%	44

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

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

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 18.13% 1-Year Est. Return

Security National Bank of So Dak's NEE Position: Q1 2014 in Review

Security National Bank of So Dak sold out of NextEra Energy (NEE) in Q1 2014, closing a stake of 28,240 shares — an estimated $604K sold.

Security National Bank of So Dak first reported a position in NEE in Q2 2013 and held it in 3 quarters. The position peaked at $613K in Q2 2013. 981 funds tracked by Wall St. Rank hold NEE as of Q1 2014.

Security National Bank of So Dak reported no remaining NextEra Energy position as of Q1 2014 after selling out during the quarter.
Security National Bank of So Dak sold 28,240 NextEra Energy shares in Q1 2014, an estimated $604K.
Security National Bank of So Dak first reported a position in NextEra Energy in Q2 2013 and held it in 3 quarters.
Security National Bank of So Dak's NextEra Energy position peaked at $613K in Q2 2013.
981 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2014.

Based on Security National Bank of So Dak's 13F filing for Q1 2014, filed 9 May 2014.